User Support Forum

So, what I am reading is that some members want to donate directly from their 401k, and that such a transaction would be done electronically. Do you currently process / accept electronic donations / online giving, or is just cash/check? If the donor is pushing the money electronically, they would ne...

Thanks for the response and suggestion, appreciated.

Dear All, I am please requesting some guidance on an error I have not really had before, at least not in this direction. A donor's contribution was done via check in the amount of $100. It was deposited late in the month. The bank, however, credited the check as $400; meaning we were given an extra ...

Well, there are a few ways I could see this being done. 1) You could create a new asset account, such as 01-1212-000, for the new money market account. This would allow you to separate by asset account number the old bank account number, and the new one. 2) My preference is to keep the same asset ac...

. I guess you missed the part where the OP said she didn't want to do an ACH, as its wasn't worth the money. So my suggestion will work for what she wants to do. [/quote] That is not what I read, I saw that the OP has ability to do ACH, just not worth the API/upload of the direct deposit file? Perh...

Hi, We have only 6 employees but they have been persistent in asking about Direct Deposit rather than checks. How do we get started with this? I found that I can enter the ACH transaction with my bank (with such a small number of employees, it's not worth an API/upload). What do I need to do with P...

Contributions should be entered through the contribution modules. Once you 'post' those contributions from within the contribution module, and based on how you choose to post those contributions, it will show up from within fund accounting, allowing you to reconcile through the reconciliation featur...

When I have dealt with interest for our CD's, I have done the following, using your numbers as an example: Entered via Fund Accounting 01-1376 CD Asset (debit) - $6,856.16 01-4460 Interest Income (credit) - $6,856.16 01-1320 Bank Asset (debit) - $251,856.16 01-1376 CD Asset (credit) - $251,856.16 Th...

You can always export the report as an Excel file, and make desired changes in that fashion.

I agree with Neil, The short answer is no to your finance management people. You record the contribution the day you receive it, whatever year it is. As part of our church's finance team for planning, I perceive that it doesn't matter whether the contribution was received in the previous or current ...

As NeilZ provided in the link, it shows the vanco import setup. in my opinion, there are two articles to review together, the one NeilZ provided on the import setup. That article also contains a link to another article, linked below that provides more specific examples of account names / numbering s...

I use a third-party site (paycheck city) to verify withholdings whenever I update the tax tables. Second, you could use publication 15-T to calculation the federal withholding by hand to also verify. $3,200 per month gross is ~$38,400 per year gross income. Assuming this person submitted a W4 ver 20...

I looked at my tax table calculations in PC+, and my values of tentative amount to withholding match amounts to what NeilZ posted, and I am also using v14.4 latest MR.

I would first do a few payroll reports, in particular: Employee Pay items Selected Payroll Data and/or quarterly report. I would do it one quarter at a time evaluation as to why your tax deposit report for withholding, social security, medicare differ. Do you pay your tax deposit monthly or quarterl...

My suggestion is to not delete already posted contributions that have been properly verified / reconciled. You can certainly enter additional contributions for the remote members (so I assume electronic giving) for the same contribution date(s). That way, for reporting, for 'fund report by date', th...