home

PDS

RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailPDS

Development Funds

Track ISF Checks and Fees

To track insufficient funds checks returned from the bank, add an Ignore function activity to the fund. This is usually inserted within the miscellaneous activities group.

If you want to charge a bounced check fee, add a group with a charge, payment, and balance.

  1. In the Rates/History/Keywds window, change the individual's regular donation posting to one with an activity type of Ignore.
    Note: The program ignores this amount when calculating the total amounts due and paid but tracks the item in the Recap/Totals window.
  2. If you're assigning an extra charge (optional), add an ISF fee.
  3. When the parishioner repays the check, post it as an additional payment.
  4. When they pay the optional ISF fee, enter it as a separate payment.
Church_Office
Formation_Office
DioOffice

Last updated: October 29, 2024

Related Articles: