User Support Forum

Howdy All
The church voted to change our fiscal year from Jan-Dec to July-June.
Wondering if this is a PERFECT time to "restart accounting" ?

I must say I'm stressing over this change...LOL
I'm sure it's pretty easy right...LOL

Thx for your help

Yikes, your way gives me alot of work to do...LOL
Let's say I don't do it your way, do you foresee any other issues with the way I'm currently entering my EFTs?

And so what is the purpose of "repeat transactions" under fund accounting?
Am I using it incorrectly?

Howdy All I rarely process checks anymore. I've added most of our vendors as payees online with our bank. So I pay them as needed and then use Fund Accounting and enter my EFT there. Because of this process my vendor history does not get updated. This is an issue when it comes to 1099s for instance....

I DO record and post the wages-taxes-housing allowances etc in Fund Accounting.
My budgeted line items are all correct.

Matt...Are you saying I HAVE to use the payroll module?
I am ignorant to the payroll side of PC.
We have always had a payroll service.

No we are not using PC payroll module at all.

We use a payroll service. With in that service there were 2 departments set up... the church (dept1) and the school (dept2). The departments work off of 2 separate budgets but one federal tax ID#. Both departments deposits money into a bank account (let's say account # 1120) and the payroll service ...

It was donated to the church.

Dang it... I entered a new vehicle into the Fixed Assets and need to put a beginning balance.
How do I do this?

Sorry, I just need to sloooooow down but it's Friday and almost quitting time

Thank You

LOL Awesome...
That was easy

But wait one more thing
How do delete an item categorized as an Asset?
This was done in error oops

Howdy all... We are in the process of refinancing a loan so we can lower our interest rate. the bank is asking for "a balance sheet for the church that is usually included the financial statements for the church. This includes a list of current and long term assets and liabilities for the organizati...

Here's my situation... We have an Evangelism/Outreach line item that has $3500.00(01-5480) budgeted to it and it is distributed evenly throughout the year. We had a conference "ManUP" to which I created another line item (01-5826) partially because there was a $1500.00 donation to help cover the cos...

Medical Insurance...we have an HRA(health reimbursement account) medical plan for 2 of our employees. Because of that we promise, as their employer, to pay the first $5000 of their medical expense. Therefore we have to setaside $10,000 for that purpose and use it as the bills come in. Would I create...

I am the original poster... :-) What I wanted to do was to be able to look at a line item in the chart of accounts to get a budget balance for that line item. You know... following this path... ACCOUNTING FUND ACCOUNTING MAINTAIN CHART OF ACCOUNTS LOCATE MY ACCOUNT # (let's say Youth Ministry Exp. 0...

Wondering how others might carry over (record) budgeted $ that was not used in the current year to the next year. Let's say our worship leader has 500.00 specifically designated for conferences in 2012 but she didn't go to a conference in 2012. (money not spent but in the bank) She will be going to ...