Move Account to a Group Account

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jspringle
Posts: 3
Joined: Mon Jan 08, 2024 6:07 pm

Move Account to a Group Account

Post by jspringle »

I need to change how an account roll's up on reports. I dont want to change the detail account number, just how that detail account rolls up to a group account number. For example under expenses I have a level 4 group account called 5100 "Senior Pastor", under there I have a detail account 5124 "Organist". I want to keep the same detail account number, but move 5124 to a different group account like 5180 "Staff". Seems easy but I can not find out how to do this in Power Church 14 desktop. Thanks.

NeilZ
Posts: 10419
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
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Re: Move Account to a Group Account

Post by NeilZ »

jspringle wrote:
Mon Jan 08, 2024 6:16 pm
I need to change how an account roll's up on reports. I dont want to change the detail account number, just how that detail account rolls up to a group account number. For example under expenses I have a level 4 group account called 5100 "Senior Pastor", under there I have a detail account 5124 "Organist". I want to keep the same detail account number, but move 5124 to a different group account like 5180 "Staff". Seems easy but I can not find out how to do this in Power Church 14 desktop. Thanks.
You'll have to change the account number to something under 5180, like 5184.

FWIW ... I would have the group account for staff with a number of 5200 as the group ... keeping like things together if possible.
Neil Zampella

Using PC+ since 1999.

jspringle
Posts: 3
Joined: Mon Jan 08, 2024 6:07 pm

Re: Move Account to a Group Account

Post by jspringle »

Thank you! That worked.

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