MY COA question!

[peabodyumc]

I am playing with different scenarios inside the demo version using the examples from the acrobat file on the v9 CD and then my own transactions.

I think I have the Pass THrough Contributions figured out but have a question yet.

I set up a Special Offerings Liability account under the PTC. In Contributions I set up a fund for One Great Hour of Sharing which debits the checking account and credits the special offerings liability account. THe one thing I need but haven't located is where I would go to find the amount that has been collected for ONe Great Hour of Sharing. The reports I generate all show a total for Special Offerings.

I generally wait a month after special offerings to send off to the conference or whomever it is going to (unless of course it is a group like a choir where a love offering has been taken for them and then that check is cut immediately). Gifts for special offerings usually come in 2 to 3 weeks after the actual offering day (I think people take the envelopes home with them and bring them back a couple weeks later). Depending on what is going on in the church and how busy I am I may not remember that I have that yet to send so I rely on my reports to make sure those things are paid in a timely fashion. Now I know the report will tell me I still have funds to send but how can I find easily WHO the funds go to? Does any of that make sense?

Thanks.

Laurie

[NeilZ]

I am playing with different scenarios inside the demo version using the examples from the acrobat file on the v9 CD and then my own transactions.

I think I have the Pass THrough Contributions figured out but have a question yet.

I set up a Special Offerings Liability account under the PTC. In Contributions I set up a fund for One Great Hour of Sharing which debits the checking account and credits the special offerings liability account. THe one thing I need but haven't located is where I would go to find the amount that has been collected for ONe Great Hour of Sharing. The reports I generate all show a total for Special Offerings.



Thanks.

Laurie

In your contributions module, you should have setup a Contribution Fund for each special offering you track. Therefore, from a Presbyterian Perspective

Fund 101 - One Great Hour of Sharing
102 - Thanksgiving Offering
103 - Christmas Joy Gift

etc ... etc

These funds should all then be connected to your pass-thru account. Then you can run the contribution fund report to get your totals for each specific offering.

[peabodyumc]

Thanks Neil. I will try that when I get to the church today. I have a feeling that report is in the Contributions module and I was looking at the accting reports (balance sheet, income & expense, etc.).

Laurie

[NeilZ]

Thanks Neil. I will try that when I get to the church today. I have a feeling that report is in the Contributions module and I was looking at the accting reports (balance sheet, income & expense, etc.).

Laurie

Sure is ...