Question

Photo of Keith Foust

0

finance entry - account options

3

hey rock genius users!


We are currently actively testing Rock RMS v 8.5.  Exciting!


We are running into challenges in the mass MANUAL entry process in the finances interface.  We only see one "account type" on the right - general fund.  When we want to break this into multiple "categories" - tithes, offering, missions, building fun, etc - we have to open the additional accounts section per entry.  Yikes - that adds alot of time to each entry.


has anyone found a way around this already, so that each category can simply be tabbed to as part of the gui and easily enter the amount for each category per gift.


thanks


keith

  • Photo of Jim Michael

    0

    Are you referring to transaction matching after scanning checks, like here? https://www.rockrms.com/Rock/BookContent/15/135#matchingtransactions If not, can you be more specific where you're doing a "manual entry" process?

  • Photo of Keith Foust

    0

    good question!  in addition to online giving, so we still use the "buckets" to collect tithe and offering envelopes at our church each service.  Therefore, we have a lot of manual entry on the cash and checks that come in - to attribute the gift given to that individual/family.  


    normally when our finance team does this manual entry, they open a finance page in our current system and they can see the listing of past transactions entered, and add new transactions.


    When we add a new transaction, we use the same type of process we see in ROCK under the Batches.  We pick an individual/family and then enter all the appropriate info.


    in ROCK RMS - we would go to finances, batches, start a new batch....and then select the individual to add the new financial record.


    ok.....now - here is where my question starts.....


    when we pick that individual and start entering the data - if that person gave a gift of $400, where  $100 was tithes, $100 wsa offering, $100 was for missions fun, and $100 for Building fund, it seems that you have to click "additional accounts" each time to break it down - when entering transations manually in the batch.


    However, we would prefer to have it look more like the "transaction matching" screen - where the additional accounts are simply already listed and can be tabbed through for quick manaul entry.


    does this make sense?  am we understanding how to use ROCK RMS for entering manual giving records correctly?


    thanks so much!!!!


    keith




  • Photo of Jim Michael

    0

    Ah, ok... clear now. Unfortunately that's just the way manual transactions work, currently. Most churches use a scanner for checks/envelopes so you end up with that other "matching" UI that lets you see multiple accounts for breakdowns. If you want the manual transaction screen to be enhanced, you can do so here https://www.rockrms.com/community/ideas