Hi,

I appreciate that it is easy to select the wrong category, especially if you have re-ordered the category drop down listing.  However, you do need all categories showing just in case you, for example, receive a refund on say telephone - you would have to enter this as a "money in" item but allocate to an expenditure category.  It would get messy if you had to do this somewhere else.

How about if we colour code the list e.g. income related codes different colour to expenditure codes etc?

Chris

Hi,

Maybe I'm not quite clear on your request - what do you mean by "linking income to money in and expenditure to money out"?  Can you give an example?  Do you mean that when you select "money in" you only see income related codes on the drop down list?

The system does allow codes to be added, edited and deleted however your admin department will control whether Parishes have this facility or whether it's purely at an "administrative level" - might be best checking with them on this part.

Chris

p.s. I merged your last comment to the original request to keep the flow of the conversation.  Can you make any replies below this reply in the same topic.  Many Thanks.

Unfortunately I do not think seeing only the codes that relate to money in or money out will work because it's too restrictive.  For example,

Say you are paying the telephone bill on a monthly DD each month; then the telephone company sends you a bill and it turns out you have overpaid and they send a cheque back to you.  What you want to do is enter this payment into the correct code (e.g. telephone code) to make the telephone costs accurate.  However, if you restrict the codes as you say on the "money in" tab then you will only see money in related codes and would not be able to allocate it to the telephone code.  You are not able to post negative numbers in the money out tab either.

However, the current way of showing all codes means that you can simply select money in and then select telephone code and post it correctly into the code.

It depends on how you have set up the code listing (under parish settings > custom settings) and the order you have stated as there are various ways of separating income and expenditure codes.  However, as I suggested the other way is to colour code the codes, say red for income and blue for expenditure - this way you can be sure not too select the wrong code.

Hope this helps

Chris

Hi, you should be able to do this.

You are able to allocate envelopes to one off donor's and as long as you do not tick the 'one-off' tick box when posting the transactions into the bank then this will filter into the envelope donation screen.

Chris Mollan