Posting to funds in different years - not showing

[hads]

First, we do not use fund account, just pledges and contributions. I'm running version 10.4.

I have a problem where things are not showing correctly on the statement. Example: We have a fund 208, which is for 2008 contributions. The pledge record is yearly from 1/1/08-12/31/08. If someone pays late, say on $60 on 1/10/09, I post it on that date.

On the contributions statement, the fund summary shows correctly that all money posted to that fund, including the $60 posted on 1/10/09. However, in the pledge summary, it will not show the $60 that was posted on 1/10 and shows that the person still owes $60.

We have been running the system this way with no problem for several years, but I can't figure out what may have happened. Any suggestions?

Thanks!!!

John

[hads]

Here is another thing I found. When I view the posted transactions of a particular parishioner, in the pledge column, sometimes the word "Pledge" shows up, and sometimes it doesn't. I am applying all of these contributions against a pledge, so shouldn't Pledge always be showing?

[NeilZ]

First, we do not use fund account, just pledges and contributions. I'm running version 10.4.

I have a problem where things are not showing correctly on the statement. Example: We have a fund 208, which is for 2008 contributions. The pledge record is yearly from 1/1/08-12/31/08. If someone pays late, say on $60 on 1/10/09, I post it on that date.

On the contributions statement, the fund summary shows correctly that all money posted to that fund, including the $60 posted on 1/10/09. However, in the pledge summary, it will not show the $60 that was posted on 1/10 and shows that the person still owes $60.

We have been running the system this way with no problem for several years, but I can't figure out what may have happened. Any suggestions?

Thanks!!!

John

First off, pledge periods are fixed, thus if you have a contribution received outside that fixed period, it will not show as part of that pledge. So, even though they paid $60 toward last year's pledge, it was not received during that pledge period, thus it will not automatically show against the pledge.

FWIW ... it can't be used as part of their last years taxes either, as it was not received during that taxable year.

[hads]

Thanks Neil,

We are using this to track actuals against a pledge year. I can filter out what was paid for tax purposes because I can select date ranges.

I actually figured it out. When you enter a contribution for a year that's different than the current year, you have to click on the view pledges magnifying glass and select the fund ... instead of just entering the fund number like I normally do.

The fact that I have to do this tells me that it's a bug in the system. We have been using PowerChurch this way for many years, so the fact that I have to select the fund via the view pledges tells me that something isn't working right.

[NeilZ]

Thanks Neil,

We are using this to track actuals against a pledge year. I can filter out what was paid for tax purposes because I can select date ranges.

I actually figured it out. When you enter a contribution for a year that's different than the current year, you have to click on the view pledges magnifying glass and select the fund ... instead of just entering the fund number like I normally do.

The fact that I have to do this tells me that it's a bug in the system. We have been using PowerChurch this way for many years, so the fact that I have to select the fund via the view pledges tells me that something isn't working right.

I beg to differ, if the pledge to which you want to apply the contribution to is for the previous year, the system will not automatically find it. If you enter a contribution for the current year, under a fund for which there is a pledge setup for this year, the system will apply that contribution to that pledge.

Example:

Env 100 has a pledge setup for last year, and for this year.
When you enter a contribution for fund 1, the system will look at the date, and will display IN BLUE a line that says contribution will be credited against the pledge for dates 01012009 thru 12312009.

Env 200 has a pledge setup for last year, but not this year. When you enter a contribution this year, no pledge will be matched, and so, no pledge will be credited. Even if the pledge for last year was not fulfilled because the date is outside that pledge date range, the system will not automatically apply it to that pledge.

[hads]

Neil,
We are using the system differently. We create a new fund each year so we have an ongoing record of pledge vs. acutuals year after year.

So for 2008 pledges, we created a fund 208 and the pledge period is 12/1/08-12/31/08. For 2009 pledges, we created a fund 209 for 1/1/09-12/31/09. We have been doing this since 1995 very successfully. This way we can show multiple funds on the contribution statement and can do analysis of people who have not paid over several years.

Hopefully, you can see how we are using the system now.

Thanks for you responses.

[NeilZ]

Neil,
We are using the system differently. We create a new fund each year so we have an ongoing record of pledge vs. acutuals year after year.

So for 2008 pledges, we created a fund 208 and the pledge period is 12/1/08-12/31/08. For 2009 pledges, we created a fund 209 for 1/1/09-12/31/09. We have been doing this since 1995 very successfully. This way we can show multiple funds on the contribution statement and can do analysis of people who have not paid over several years.

Hopefully, you can see how we are using the system now.

Thanks for you responses.

Well if it works for you, great, but the beauty of the system is that it will allow you to do what you are currently doing, without having to create a new fund each year.

That said, what I said above about entering contributions will still apply.

That is, fund 208 is setup for 01012008 thru 12312008, if you enter a contribution for fund 208 on 01092009, the system will not recognize it as a contribution to the previous pledge period, as its outside the dates, thus if you want it to apply, you will have to manually add it to the pledge.