Rename Contribution Fund Type

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Bart57266
Posts: 11
Joined: Sun Oct 10, 2010 10:00 pm

Rename Contribution Fund Type

Post by Bart57266 »

How do you change the name of a Contribution Fund Type after it has been created?

I'm not changing the use. The wording just needs to be a little different.

Bart

NeilZ
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Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
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Re: Rename Contribution Fund Type

Post by NeilZ »

Bart57266 wrote:How do you change the name of a Contribution Fund Type after it has been created?

I'm not changing the use. The wording just needs to be a little different.

Bart
Select Contributions > Setup > Maintain Custom Codes. The dialog that appears will list two types of codes with radio buttons. Select the radio button for Contribution Fund Type, and you'll see all the types you have created. Highlight the one you want to change, click on the Change button, and then enter your change and click OK.

Hope this helps.
Neil Zampella

Using PC+ since 1999.

Bart57266
Posts: 11
Joined: Sun Oct 10, 2010 10:00 pm

Re: Rename Contribution Fund Type

Post by Bart57266 »

Thank you Neil. I had been in that screen but didn't even notice the radio buttons - obvious as they are.

Bart

NeilZ
Posts: 10217
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
Contact:

Re: Rename Contribution Fund Type

Post by NeilZ »

You're welcome ... sometimes the obvious things are overlooked.
Neil Zampella

Using PC+ since 1999.

180 Faith Ministries
Posts: 4
Joined: Tue Mar 08, 2022 2:40 pm

Re: Rename Contribution Fund Type

Post by 180 Faith Ministries »

I followed the instructions to change wording not use of Contribution Fund Type.
Select Contributions > Set up > Maintain Custom Codes
After selecting Contribution Fund Type I did not see a list of all the types of funds.
Where do I go from here?
Thank you,
Judith

180 Faith Ministries
Posts: 4
Joined: Tue Mar 08, 2022 2:40 pm

Re: Rename Contribution Fund Type

Post by 180 Faith Ministries »

we are running PC plus+ 14.4 Windows 2010

NeilZ
Posts: 10217
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
Contact:

Re: Rename Contribution Fund Type

Post by NeilZ »

180 Faith Ministries wrote:
Thu Aug 31, 2023 6:03 pm
I followed the instructions to change wording not use of Contribution Fund Type.
Select Contributions > Set up > Maintain Custom Codes
After selecting Contribution Fund Type I did not see a list of all the types of funds.
Where do I go from here?
Thank you,
Judith
Did you ever have any setup? Exactly what do you want to change wording on? The Fund name or contribution types?

Contribution Fund Types are used to locally identify what the fund is used for. The Powerchurch user guide says this:

You can also define a list of Contribution Fund Types, such as Memorials, Non-Deductible, and Missions.
Neil Zampella

Using PC+ since 1999.

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