Release Funds

[Greghc48]

Is there some sort of Powerchurch pop up reminder that will alert you to "release" when using restricted funds? Seems like I saw that somewhere in my set up / reading but now I cannot find how to turn that on.

Anyone out there know how to do that, if that feature is available?

I keep forgetting to hit the release funds button..... would be nice to have a reminder if available.

Thanks - Greg

[NeilZ]

Is there some sort of Powerchurch pop up reminder that will alert you to "release" when using restricted funds? Seems like I saw that somewhere in my set up / reading but now I cannot find how to turn that on.

Anyone out there know how to do that, if that feature is available?

I keep forgetting to hit the release funds button..... would be nice to have a reminder if available.

Thanks - Greg

Nope ... the system expects you to know when you should be releasing funds, as you could release temp restricted funds for any number of expenses.

The good news is that if you forget, and post something without releasing, you can always open the "Enter Transaction" function in FA, click on Release Funds button, and then release the money. Basically it does the same thing as if you included it in the original AP transaction.

[F12Mahon]

We budget a certain amount for our missionaries each month. If someone designates part of their offering to missionaries it is added to the budgeted amount. I made the missionary payments as a repeating item in accounts payable. Each missionary organization is a separate transaction. I have a $10.00 release from restricted funds set up for each missionary and adjust it monthly as required. That is the only way I know to have it "pop up" as a reminder that I know of.

[Greghc48]

Thanks all. Appreciate the help. Will give each recommendation a go...!