Month: October 2019

Aged accounts receivable reports

Aged Accounts Receivable Reports

ShalomCloud now has available four aged accounts receivable reports. The four reports are: By family, summarized. By family, detail. By category, summarized. By category, detail. If you’ve entered Due Date in the charge, that is the field that determines the age of the receivable item. Lacking due date, the system chooses effective date. Lacking effective …

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How to Reassign Payments

This is an instructional article on how to reassign payments. To explain, let’s run through a typical example. Let’s say you’ve created outstanding items for two categories — a pledge for $800 and religious school tuition for $400. A check arrives for $50, and you’ve applied it to the pledge, leaving a pledge balance of …

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