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Check Number entry

Posted: Thu Oct 20, 2011 12:59 pm
by maritza
Our church uses business reply envelopes so folks can mail in their contributions. Checks come in the business reply envelopes. We would like to keep a track of the business reply usage, but also enter the contributors check number when entering contributions.

Is there a way of setting up a check number to be recorded in the check number entry area when a custom code for "Business Reply" is set up? Currently only the custom code for "check" allows a check number to be recorded.

Thanks in advance for your help.

-maritza
Warwick AG
Warwick, NY

Re: Check Number entry

Posted: Thu Oct 20, 2011 8:26 pm
by NeilZ
maritza wrote:Our church uses business reply envelopes so folks can mail in their contributions. Checks come in the business reply envelopes. We would like to keep a track of the business reply usage, but also enter the contributors check number when entering contributions.

Is there a way of setting up a check number to be recorded in the check number entry area when a custom code for "Business Reply" is set up? Currently only the custom code for "check" allows a check number to be recorded.

Thanks in advance for your help.

-maritza
Warwick AG
Warwick, NY
Unfortunately, no. However, if you want you can use the NOTE field on the Contributions data entry, then create a custom report to pull the data.

Re: Check Number entry

Posted: Fri Oct 21, 2011 12:50 pm
by maritza
Thanks for your response. Yea, that's what I thought. Bummer!

We're using 10.4 version, so if I'm not mistaken the "Note field option" in the contribution module is available in the later version of PCP?

Thanks again,
-maritza

Re: Check Number entry

Posted: Fri Oct 21, 2011 12:53 pm
by NeilZ
maritza wrote:Thanks for your response. Yea, that's what I thought. Bummer!

We're using 10.4 version, so if I'm not mistaken the "Note field option" in the contribution module is available in the later version of PCP?

Thanks again,
-maritza
Yes, since v11.5 is coming out, it may be time for an update as v11 has a lot of new functionality that you can use in other modules too.

Re: Check Number entry

Posted: Fri Oct 21, 2011 1:32 pm
by maritza
Yup may have to do that.

thanks,
-maritza