User Support Forum

We are just trying to upgrade to V9 from 8.5. Our account names and numbers are all messed up for accounts above 01 General Fund. For example, we have missions as fund 05. Our old 05-1110-000 Missions cash (level 5) got changed to being called General Fund cash (at level 5). It turns out this is the same name for all xx-1110 numbers at level 5 and we haven't figured out how to change the names. If there are any sub accounts at level 6, all of these have the same name as the first account name that the upgrade came across with the v8.5 data upload. Do we have to create new accounts/subaccounts and do transfers for every cash account to get the names right and unique?

Thanks Larry Schuelke.

Larry,

Version 9 enforces that accounts use the same name across all funds. ie 01-1110-000, general fund checking, 02-1110-000 mission fund checking, after conversion all 1110-000 accounts will share the same name. This was really the intention how it would work all along.

Take a look at this knowledge base article for more information.
http://www.powerchurch.com/support/answ ... icle_id=53

Wow, great response time. A follow up question, can we keep the same 4 digit number and just change the last 3 numbers? For example, say in v8.5 I had funds 18-1110-000 and 18-1110-001. For V9, could I renumber them for fund account #18 as 1110-180 and 1110-181? Would all the reports and checking account reconciliation still work? Essentially I'm renumbering them as 1110-xyz where xy is the v 8.5 fund number and z is the subaccount number in v 8.5. In v8.5 we did the subaccounts so we could get by with a single checking account but have separate subaccounts in the different ministry areas.

Thanks. Larry.

Yes, you can use the new move feature to move the 18-1110-000 to 18-1110-180. This will still alow you to reconcile the accounts and run the check register reports as before.

When moving the account, just make sure that you do not check the "use existing" check box and enter the new account number. The program will move any posted transactions as well as update any information from Contributions, Accounts Payable, Accounts Receivable, and Payroll that might be using that account number.

For those of you worried about security, version 9 has a new audit log that shows when and who made these kind of changes. Check out view audit log on the fund accounting menu.