Can checks be printed in account number order?

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fpcgreensburg
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Can checks be printed in account number order?

Post by fpcgreensburg »

I have several questions:

Can you print checks in account number order or only in alphabetical?

Can I write checks out of 2007 before I close 2006? If so how? We use the calendar year from January to December for our books.

This question has to do with contributions: Do you have to have an envelope number for everyone or can you post by name also? What happens when you have a visitor and you don't really what to issue them an envelope number because they may only contribute this one time?

Jeff
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Post by Jeff »

Checks are printed in vendor ID sequence. Why do you want to print checks in account number sequence? Which account numbers are you refering to? Your bank account number, expense account number or account number with the vendor?

You can write checks in 2007 before closing 2006, just make sure that when you post the checks from AP that you post to the correct month ie January 2007.

You must enter an envelope number for someone to record their contributions. The system uses the envelope number to store their contribution. You can establish another range and assign visitors a number in this range. For example, you could assign visitors envelope numbers above 10000, and members envelope numbers from 1 to 9999.

When adding contributions, pressing the F2 key when your cursor is in the envelope number field will allow you to search by name. Just start typing their name and PC+ will search through the list. Press enter when the correct name is selected.

Zorak
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Re: Can checks be printed in account number order?

Post by Zorak »

fpcgreensburg wrote:Can you print checks in account number order or only in alphabetical?
Unfortunately, there is no control for what order checks print in. Alphabetical only.
fpcgreensburg wrote:Can I write checks out of 2007 before I close 2006? If so how? We use the calendar year from January to December for our books.
You can go ahead and begin creating transactions for the new year. The version of PowerChurch Plus you are using will decide if they can be posted or not. Versions 8.5 and prior will allow you to close month 12, taking you into month 13, which allows you to post to both months 12(prior) and 01(current). Versions 9 & 10 work on a set number of months open. If you have closed January 2006, then the 12 month range would allow you to post January 2007.
fpcgreensburg wrote:This question has to do with contributions: Do you have to have an envelope number for everyone or can you post by name also? What happens when you have a visitor and you don't really what to issue them an envelope number because they may only contribute this one time?
The system will require an envelope number be assigned to each contributor. If you have someone that you don't care to track individually, you can set up an "Anonymous" or "Loose Plate Offerings" envelope on the Membership side. Any contributions entered for this envelope will obviously not be able to be reported on a contributions statement or tax receipt at the end of the year, since it was entered anonymously.

NeilZ
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Post by NeilZ »

You can establish another range and assign visitors a number in this range. For example, you could assign visitors envelope numbers above 10000, and members envelope numbers from 1 to 9999.
Since we track visitors in our system for our Evangelism ministry, we assign each visitor a number using this technique. However, at one time you didn't have to print a contributions statement for them if their total giving is below the IRS threshold.

However, sometime last year, the IRS rules changed, and I'm not sure if that is still applicable. However, you can setup to print only annual statements above a certain amount to exclude those low 'one time' contributions.
Neil Zampella

Using PC+ since 1999.

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