Merging account

[trees]

What is the procedure to combine/merge accounts (expense).
Thank you.

[NeilZ]

What is the procedure to combine/merge accounts (expense).
Thank you.

FWIW .. you can usually find out how to do things by pressing the F1 key in Powerchurch to pull up the built-in help. I found this in v10 by searching on ACCOUNTS, then selecting the topic COMBINING:

Occasions arise when you need to change an account number in one Accounting Fund without changing the same account number in another, or you need to merge two accounts together.

For example, a single account is associated with two Accounting Funds, however, in one fund it should have a different meaning. Use this feature to ‘move’ the account (change the account number) in only one Accounting Fund.

Or, a temporary bookkeeper creates an account while the treasurer is on vacation. On return, the treasurer corrects the bookkeeper’s action by ‘moving’ (merging) the new account into an existing account.

1. From the Accounting menu, choose Fund Accounting, then Maintain Chart of Accounts.

PowerChurch Plus will display the Maintain Chart of Accounts dialog, described in Modifying your Chart of Accounts.

2. Click the Locate button to select the account to move.

3. Click the Details button associated with the Accounting Fund that contains the account you wish to move.

4. Click the Move Account button.

♦ If moving to an existing account. Select the destination account from the list.

♦ If creating a new account. Deselect the Use existing account checkbox and enter the new account information in the Account number, Description, and Level fields.

5. Click Next.

6. Click Finish, then click Done.

I suspect if you're using V11, you can find the same info

[UUTerry]

When I try to use the Move/Combine functionality in PCP10, I go to the account entry in "Maintain Chart of Accounts", Click on "Details" for the slected Account/Fund and the Account Detail window opens. However, the "Activity" tab, which is where I assume you would go to Move or Renumber the account is greyed out.

I don't see a move button and I don't see anywhere where I can change an account status from Active to Inactive or vice-versa.

If I go to File/Preferences/Password/Accounting, it indicates that I have Access, Add/Change, and Delete privileges for Funds Accounting.

What am I missing?

Terry

[Zorak]

The move account process only works for detail accounts. It sounds like yours is a group.

With group accounts, you don't need to move the account, you can simply delete the account in that fund and add a new account where you want it.

[UUTerry]

Thanks, Zorak.

I think you put your finger on the problem. Deleting a few Grooup accounts solved my problem.

Terry

[bhudson]

I am attempting to move an account that was set up as an expense when it really should be merged with an existing liability account.

Also, the church I am working for set up what should have been funds, as liability accounts. They have not utilized the 3XXX accounts, at all. I am trying to reclassify the 2XXX accounts that should have been 3XXX. I was hoping to create the 3XXX accounts and merge the various 2XXX accounts into them so we wouldn't lose the transaction history.

From what I can tell by trying to utilize the "move" procedure, I can't move between types of accounts - liability to fund or expense to liability? Can anyone confirm this or tell me if there is a way to accomplish this?

Thank you in advance for any help offered.

[Zaina]

That is an accurate assessment. You can merge detail accounts that in the same category, i.e. expense to expense. You can't merge accounts in different categories.