I have set up the accounting module and started entering contributions. When I go to post the contributions I only have the options to either print an accounting report or only update the contribution module. I want to update fund accounting. I am guessing that I have something set up incorrectly. I have no idea where to begin to look. Please help.
pvanatti
Posting contributions
Moderators: Moderators, Tech Support
Re: Posting contributions
Have you setup the Contribution funds with the proper Funds Accounting income and bank account numbers ?? They need to be entered during the Contribution Fund setup so that the system can create the proper transactions for Funds Accounting.pvanatti wrote:I have set up the accounting module and started entering contributions. When I go to post the contributions I only have the options to either print an accounting report or only update the contribution module. I want to update fund accounting. I am guessing that I have something set up incorrectly. I have no idea where to begin to look. Please help.
pvanatti
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: Posting contributions
I thought I did. Is there a way to check? Or is there a way to do that now? I have not posted as I want the posting to be correctly going to the fund accounting side.
Re: Posting contributions
You need to review the Setup of each Contributio fund,under Contributions -> Setup -> Maintain List of Contribution Funds to make sure that they have the correct account numbers entered.pvanatti wrote:I thought I did. Is there a way to check? Or is there a way to do that now? I have not posted as I want the posting to be correctly going to the fund accounting side.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: Posting contributions
Thank you so much for your help, it WORKED, Yeah!!
Re: Posting contributions
Good to hear ... I take it that there were no account numbers entered ??pvanatti wrote:Thank you so much for your help, it WORKED, Yeah!!
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.