PostOmatic Questions and "How To" Solutions

How to Import GL Fund Distributions
Product: PostOmatic Description: This solution discusses how to import account information to the GL Distributions tab of a Fund Environment: All Versions: A...
Tue, 23 May, 2017 at 11:36 AM
How to remove old exceptions in PostOmatic?
Product: PostOmatic Description: When exceptions are created for posted gifts, but then the gift is deleted, the exceptions will continue to show up. Envi...
Mon, 10 Jul, 2017 at 12:39 PM
What Happens if the Option to Add Gifts to Exceptions is Deselected in Settings
Product: PostOmatic Description: This solution discusses what happens if you choose not to add gifts without account numbers to exceptions Environment: All...
Fri, 9 Jun, 2017 at 11:46 AM
Do I Need to Have GL Account Numbers Set Up to Use PostOmatic
Product: PostOmatic Description: Can PostOmatic create a post report and post gifts if there are no GL account numbers listed in the Fund? Environment: All...
Fri, 9 Jun, 2017 at 2:45 PM
How to Delete an Entry from the Gift Types Button
Product: PostOmatic Description: Gift types help to filter the types of gifts to include in the post report. This solution describes how to delete an entry....
Fri, 9 Jun, 2017 at 3:21 PM
How to Delete Existing Gift Subtypes
Product: PostOmatic Description: This solution discusses how to delete a gift subtype entry Environment: All Versions: All Answer: For more information on...
Thu, 15 Jun, 2017 at 11:12 AM
How to Create or Delete an Entry from the Custom Journal Reference Fields
Product: PostOmatic Description: This solution describes how to create or delete an entry from the custom journal reference fields.   Environment: All Ver...
Fri, 16 Jun, 2017 at 9:50 AM
How to Change the Location Where the Export File is Saved
Product: PostOmatic Description: This solution describes how to change the location where the export file is saved Environment: All Version: All Answer: ...
Mon, 19 Jun, 2017 at 8:41 AM
How to Tell PostOmatic Which Gifts to Include
Product: PostOmatic Description: This solution describes how to select the gifts for the post report Environment: All Version: All Answer: The para...
Thu, 22 Jun, 2017 at 4:16 PM
How to Uninstall POM / PostOmatic
Product: PostOmatic Description: This solution describes how to uninstall PostOmatic Environment: Windows Version: All Answer: Open the Windo...
Fri, 30 Jun, 2017 at 10:39 AM