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Finance Manager

18 years 2 months ago #126360 by KATreasurer
Replied by KATreasurer on topic RE: Finance Manager
It was days between when I deleted the transactions and when I looked at the reports. I'll be giving you a call...
18 years 2 months ago #126359 by Mike Schoen
Replied by Mike Schoen on topic RE: Finance Manager
Hi,

If you deleted the transaction it should be removed from everywhere in the system. Is it possible your browser did not refresh? Try logging out of the program and logging back in. If the problem still exists, we would be happy to take a look at this issue with you in more detail - you can reach us at 800-557-2670
18 years 2 months ago #126358 by KATreasurer
Replied by KATreasurer on topic RE: Finance Manager
Thanks Mike.

Another question, I had entered in a few checks and then deleted them. They are still showing up in our Category Summary report, but no where else I can discover. How do I get that data out of there?
18 years 2 months ago #126357 by Mike Schoen
Replied by Mike Schoen on topic RE: Finance Manager
The budget area in PTO Manager allows for the creation of a single budget - regardless of how many accounts you have set up. You can, however, use categories/headings labeled appropriately and bring your data into excel. Once in excel you can easily create the multiple budget you desire based on the categories/heading.

Hope this helps and good luck!

= Mike
18 years 2 months ago #126356 by KATreasurer
Finance Manager was created by KATreasurer
Is there a way to create separate budgets for two bank accounts?
We have two accounts, one for our regular operating budget and the other for grants from a trust fund. When I enter transactions into those two accounts, they all show up in the same budget report.
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