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Chapter: Getting Started >
2.2. FAQ
Frequently Asked Questions
For our complete video tutorial library, click the button below.
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Q: How do I account for an NSF (Bounced) check?
Answer is located under: Balance Adjustments Examples or NSF Checks
or view the video tutorial here
Q: How do I Correct a Balance Adjustment?
Answer is located under: Balance Adjustments
or view the video tutorial here
Q: Can you edit checks? Are there limitations?
Answer is located under: Editing Checks
or view the video tutorial here
Q: Can you edit receipts?
Answer is located under: Writing Receipts
or view the video tutorial here
Q: Do you have to open up a new account with your bank in order to use PayPal?
Answer is located under: Transferring PayPal Funds
or view the video tutorial here
Q: Do you have to print checks and receipts?
Answer is located under: Writing Checks and Writing Receipts
or view the video tutorial here for how to print checks or here for how to record Handwritten checks
Q: How can I give other Board Members access to MYPTEZ?
Answer is located under: Admin/Individuals
or view the video tutorial here
Q: Can I limit what categories/activities other users have access to?
Answer is located under: Admin/Individuals
or view the video tutorial here
Q: Once access is given; can it be removed?
Answer is located under: Admin/Individuals
Q: How do I Edit/Remove a Category?
Answer is located under: Category Management
Q: How do I use the Member Import?
Answer is located under: Member Import
or view the video tutorial here
Q: How do I keep track of my PTA Members?
Answer is located under: Membership Management
or view the video tutorial here
Q: How do I assign Tax Categories?
Answer is located under: Tax Schedules
Q: How do I account for Bank Interest?
Answer is located under: Balance Adjustments Examples
or view the video tutorial here
Q: How to enter a Balance Adjustment when using both an Income and Expense Category?
Answer is located under: Balance Adjustments
Q: How do I use Quick Deposit?
Answer is located under: Depositing
or view the video tutorial here
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