User Support Forum

My church uses a check reader to gleen most of the contribution data. The check reader refects the full name of the contributor as well as the check number. It also populates the donation amount and fund number of the contribution with the same donation amount and fund number that was used and recorded for that person from their last donation.
So If I used a check to donate $100 last week to fund number 7, for example, and this week I donated $145 and designated fund number 1, the reader and/or power church would assume that I donated $100 again and wanted to still designate fund number 7.

I understand that the program can't read my mind, and that the counter just has to correct the amount. Regarding the fund number, is there a way for me to make sure that the program always defaults to the same fund number instead of whatever fund number was used last?

Bill

dadcowell wrote:My church uses a check reader to gleen most of the contribution data. The check reader refects the full name of the contributor as well as the check number. It also populates the donation amount and fund number of the contribution with the same donation amount and fund number that was used and recorded for that person from their last donation.
So If I used a check to donate $100 last week to fund number 7, for example, and this week I donated $145 and designated fund number 1, the reader and/or power church would assume that I donated $100 again and wanted to still designate fund number 7.

I understand that the program can't read my mind, and that the counter just has to correct the amount. Regarding the fund number, is there a way for me to make sure that the program always defaults to the same fund number instead of whatever fund number was used last?

Bill

Unfortunately, no ... the check reader does assume that the person is going to be giving the same amount to the same fund (say Operations) every week, so it will default to the last transaction made for that account.

When I was in a church big enough to use a check reader, we only used them for the loose checks, and not the envelopes as loose checks were more often contributions to the operations fund. If a loose check was for another fund that was not ordinarily given to, say a special offering, we set that aside and usually entered that via the normal Contributions entry.

Yeah its a pain, but those are the current limits to the system.

That's not to say that it couldn't be changed in the next full version, but for right now I've not seen many forum posts about it, and (IMHO) it may not be a priority for development time in this version.