I am new to PowerChurch and am just getting our system set up. I have just gotten the fund accounting portion set up - worked on it yesterday and today. I have been entering contributions since July 1 and posting them - but since I hadn't completed the fund accounting section, posting to fund accounting was not available as an option.
Now that I have the fund accounting section set up, how do I get previously posted items into the fund system? Am I going to have to scrap everything and start over?
Everything runs on this one computer so I don't have to create files to post and it won't let me create any files to post now anyway - just says no transactions to post when I try.
Thanks in advance for any help you can give me (please let it be good news.)
Now that I have the fund accounting section set up, how do I get previously posted items into the fund system? Am I going to have to scrap everything and start over?
Thanks in advance for any help you can give me (please let it be good news.)
Thanks,
The good news is that in the future, you can post directly to fund accounting. The bad news is that anything that you posted previously, will have to be manually entered into the accounts.
Some suggestions:
1. Make sure that all Contribution Funds are setup to point to the correct accounts in Fund Accounting: IE: Contributions go into checking (Debit), and that the correct income (Credit) account is set for each contribution fund.
2. Only allow one person to do the posting of contribtuions. Have a backup, to be sure, but the person who posts should be the person who gets reports from the bank of any issues. We do this in this way so that if any problems (like someone not signing a check) can be adjusted prior to the post to the Fund Accounting.
We normally do not post until the following Sunday to insure that any issues can be taken care of.
