User Support Forum

I'm looking for a way to get all of the notes fields (transaction and line notes)for a transaction in the same report by account number. For example, I wanted to list all of the transactions in my miscellaneous funds and see my notes so that I could see what I put in that fund.

If I use an accounts payable report, I can get all the notes, but cannot specify an account number to restrict records. If I use Account Activity report in Fund Accounting I get the line notes only. If I use Selected Transactions in Fund Accounting I get the transaction notes only. Neither module supports all the fields I need in the custom report module. Is this possible to do?

I am running PowerChurch Plus v9 with all the latest downloaded updates as of Jan 17, 2007.

I'd love an answer to this too, Megs.

I built a custom report in the contributions module to allow me to see the items requested.

The custom reports looks like this:
Contribution Fund Number is equal to {to be entered later} and
Contribution Date is great than or equal to {to be enter later} and
Contribution Memo is not an empty field.

Then I selected the output fields:
Last Name, First Name
Contribution Date
Contribution Fund Number
Contribution Amount
Contribution Memo

The report is produced in a spreadsheet format. The help file will walk you thru how to build a custom report.

Hope this helps.

Jack .. they're talking Funds Accounting here, not Contributions.

I don't believe there's a single report that will give you both. I've resorted to putting everything in the notes field.

That said, you may want to send an email to wishlist@powerchurch.com, and explain why you want to include both on a report.

NeilZ wrote:Jack .. they're talking Funds Accounting here, not Contributions.

Sorry, totally misread the question.

I am not sure if this will meet your needs, but have you tried the journal report? It can be selected by account number and should show all the information for the transaction.