Modify Charge Information

The Charge Information page allows you to filter and modify Charges.

Filters

Filters allow you to reduce the number of entries displayed in the grid. Select from the following fields to filter your grid.

  1. Charge Name: Enter the name of a charge. You can use an asterisk (*) as a wildcard to represent one or more characters.
  2. City: Enter a partial or whole address. (This queries "Address Line 1" of the Charge address.)
  3. State: Enter a partial or whole name of a city.
  4. District: Select a District from the drop-down list.
  5. Click the button to display the results.
  6. Click Clear Filters to reset all filters.

 

Charge Information Grid

Charges are listed in a grid below the link. The Name, City/State, Phone, District, Equitable Compensation, Parsonage, and Note fields appear on the grid.

  1. Click Add New Charge to add a new Charge. The Person Search window appears. Search All Applications to avoid adding a duplicate record that may already be in the system.
  2. Click the Edit icon to make changes to a Charge.
  3. Click the Delete icon to remove the Charge from the system. (The Delete icon does not appear next to a Charge after it has been assigned to an Organization.)

 

Charge Information > Update

The Charge Information > Update page allows you to enter or edit all information pertaining to a Charge. There are tabs for each section of the Charge record.

A Charge is one or more organizations linked together in a locale and charged with being the local expression of the church. These charges are generally associated with a District. A Charge can also be one local church. (Due to the locality or size of some organizations, the district may choose to appoint one minister to oversee a group of organizations, or an individual minister may be assigned exclusively to one location.)

Type

  1. Organization
  2. Charge:
    • Organization Name: Enter or edit the name of the Charge. If you are adding a new Charge, click the Search icon and search All Applications to avoid adding a duplicate record.
  3. Individual
  4. Charge:
    • Title
    • First Name
    • Middle Name
    • Last Name
    • Suffix

Active

Check this box to mark the Charge as active.

Charge Information Tab

The Charge Information tab displays information assigned to a Charge and has options to modify these fields.

  1. District: Select a District from the drop-down list. (Districts can be added or modified on the Control Table Information page.)
  2. Equitable Compensation?: Check this box to indicate that this charge includes headquarters support when calculating pensions for its appointees. (Optional.)
  3. Parsonage?: Check this box to indicate that the charge has a parsonage. (Optional.)
  4. ACH Account Type: Select either Checking or Savings from the drop-down list to activate the Bank Routing # and Bank Account # fields.
    • Bank Routing #: Enter a valid bank routing number (9 digits).
    • Bank Account #: Enter a valid bank account number (up to 17 digits).
  5. Note
  6. Organization grid: The organizations assigned to this charge display in a grid below the Note field. An example of the Organization grid is displayed below.

 

Appointments Tab

Appointments are listed in a grid below the icon-link. The Start Date, End Date, Appointee, Position, Salary, and Note fields appear on the Appointments grid.

  1. Click Add New Appointment to add a new Appointment. The Add New Appointment window appears.
  2. Click the Edit icon to make changes to an Appointment. The Edit Appointment window appears.
  3. Click the Delete icon to remove the Appointment from the Charge.

An example of the Appointments grid is displayed below.

Add New/Edit Appointment Window

Appointment Detail

  1. Appointee: Select an Appointee from the drop-down list.
  2. Start Date: Enter the appointment's start date.
  3. End Date: Enter the appointment end date, or leave blank for an open-ended appointment.
  4. Position: Select the Position from the drop-down list. (Positions can be added or modified on the Control Table Information page.)
  5. District: Select the District from the drop-down list. (Districts can be added or modified on the Control Table Information page.)
  6. Note
  7. Equitable?: Check this box to include HQ Support in the pension calculation.

Important: If the Equitable? The box is not checked, pension is calculated using Local Salary + Housing Allowance (up to the Plan Limit). If checked, pension is calculated using Local Salary + HQ Support + Housing Allowance (up to the Plan Limit).

  1. Local Salary: Enter the amount of monetary support this Appointee receives from the local organization(s). (Base Salary — not including HQ Support or Housing Allowance.)
  2. HQ Support: Enter the amount of monetary support this Appointee receives from headquarters.
  3. Housing Allowance: Enter the Housing Allowance for this Appointee. (Money to purchase or rent a residence.)

Appointment (Pension) Detail

  1. Bill To: Select either the Charge or the Appointee record to be invoiced when the Post Pensions process is run.
  2. Active?: Check this box if the pension is active and should be processed. If this box is not checked, the appointee will not appear on the Post to Accounts Receivable page, and the appointee's pension cannot be processed.
  3. Non-Standard?: Check this box to manually modify the Plan Percent or Plan Limit when adding or editing a Pension. A non-standard pension is not recalculated when the plan is updated on the Pension Plan Information page.
  4. Click the Add New Pension icon-link to add a new Pension.
  5. Click the Edit icon to make changes to an existing Pension.
  6. Click the Delete icon to remove the Pension from the Appointment.

Add New/Edit Pension

  1. Type: Select the Pension Plan from the drop-down list. The Plan Percent, Plan Limit, and Annual Plan Amount fields display automatically.
  2. Click Apply to save the Pension and add another pension.
  3. Click OK to save the Pension and return to the Pension grid.
  4. Click Cancel to return to the Pension grid without saving.
  1. Click the button to save your changes and return to the Charge Information\Appointments tab.
  2. Click Cancel to return to the Charge Information\Appointments tab without saving.

 

Phones Tab

The Phones tab displays the phone numbers assigned to a charge and provides options to modify them.

  1. Click the link to add a new phone number.
  2. Click the Edit icon to modify an existing phone number.
  3. Click the Delete icon to remove a phone number from the system.
  4. Click the Phone Type, Phone Number, or Extension header to sort the list of phone numbers by that column.

Add or Edit a Phone Number

The following fields are available when adding or editing a phone number.

  1. Phone Type: Select the phone type from the drop-down list. (Phone types can be modified on the Lookups page. To navigate there, go to Applications > Utilities > Lookups. The order of Phone types can also be modified on the Lookups page.)
  2. Phone Number: Enter the phone number. The number is automatically formatted when your cursor leaves the field. For example, entering "9015551234" formats to "(901) 555-1234".
  3. ext.: Enter the phone number extension (optional).
  4. Unlisted: This check box is informational. Selecting this option does not prevent the phone number from printing on reports.
  5. SMS: This check box is informational.
  6. Click the button to save your changes and return to the Phones tab.
  7. Click Close to return to the Phones tab without saving.

Note: All phone numbers must include an Area Code. If a phone number is entered without an area code (7 digits), the default area code is added automatically. The default area code is specified on the Utilities > Organization page. To navigate there, go to Applications > Utilities > Organization.

 

Emails Tab

The Emails tab displays the email addresses assigned to a charge and provides options to modify them.

  1. Click the link to add a new email address.
  2. Click the Edit icon to modify an existing email address.
  3. Click the Delete icon to remove an email address from the system.
  4. Hover over the Note icon to display the text stored in the Note field.

Add or Edit an Email Address

The following fields are available when adding or editing an email address.

  1. Email: Enter an email address. The address must be formatted correctly using the "@" symbol and a period.
  2. Note: Enter a note (optional). Entering a note causes the Note icon to display on the Emails tab.
  3. Active: Only Active email addresses are used for contacting the charge and for reporting purposes.
  4. Preferred: Only one email address can be designated as Preferred. The Preferred email address appears at the top of the List of Emails grid and is used by the system to contact the charge and for reporting.
  5. Click the button to save your changes and return to the Emails tab.
  6. Click Close to return to the Emails tab without saving.

Note: If the Preferred email address is not marked Active, the system defaults to the next available Active email address listed on the List of Emails grid.

 

Addresses Tab

The Addresses tab displays the addresses assigned to a charge and provides options to modify them.

  1. Click the link to add a new address.
  2. Click the Edit icon to modify an existing address.
  3. Click the Delete icon to remove an address from the system.
  4. Click the Address Type or Address header to sort the list of addresses by that column.

Add or Edit an Address

The following fields are available when adding or editing an address.

  1. Address Type: Select the address type from the drop-down list.
  2. Address Line 1: Enter the first line of the address.
  3. Address Line 2: Enter the second line of the address (optional).
  4. Postal Code: Enter the Postal Code/Zip Code.
  5. City: Enter the name of the city.
  6. State: Select the State from the drop-down list using your mouse, or type the first letter of the state to scroll through states beginning with that letter.
  7. Country: Select the Country from the drop-down list.
  8. Primary: Only one address can be designated as the Primary address. The Primary address appears on grids and is used by the system to contact the charge and for reporting.
  9. Click the button to save your changes and return to the Addresses tab.
  10. Click Close to return to the Addresses tab without saving.

Note: Address Types and Country drop-down options can be modified on the Lookups page. To navigate there, go to Applications > Utilities > Lookups. The order of Address types and Countries can also be modified on the Lookups page.

 

Demographics Tab

The Demographics tab displays optional fields for your information.

  1. Date Created: Displays the date this Charge was created in the system.
  2. Federal Tax ID Number
  3. Salutation

 

Attachments Tab

The Attachments tab allows you to attach files from your device or scan images using the Scanner.Client.exe program. See the Attachments Help Page for detailed information regarding the attachments feature.

  1. Click the button to save any information added or edited on the Charge record.
  2. Click Reset to reset the page to its state before any changes were made.
  3. Click Cancel to leave the page without saving and return to the previous page.

 

Updated

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