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Balance Sheet Formatting
Posted: Tue Jan 22, 2019 1:09 pm
by FUMCFairfield
New user, We have a lot of Donor Temporary Restricted Funds, is there a way to have then print alphabetically?
Re: Balance Sheet Formatting
Posted: Tue Jan 22, 2019 5:26 pm
by NeilZ
FUMCFairfield wrote:New user, We have a lot of Donor Temporary Restricted Funds, is there a way to have then print alphabetically?
I'm fairly sure they are printed in account number order. You can print them the way you want but you'll have to renumber the accounts.
Re: Balance Sheet Formatting
Posted: Tue Jan 22, 2019 6:55 pm
by FUMCFairfield
NeilZ wrote:FUMCFairfield wrote:New user, We have a lot of Donor Temporary Restricted Funds, is there a way to have then print alphabetically?
I'm fairly sure they are printed in account number order. You can print them the way you want but you'll have to renumber the accounts.
I thought that was the case...boo hoo. I have not completed accounting setup and was previewing set up. How do I now go back and change the account numbers? In the accounting setup mode it will only let me view not change. Thanks
Re: Balance Sheet Formatting
Posted: Tue Jan 22, 2019 9:21 pm
by NeilZ
FUMCFairfield wrote:NeilZ wrote:FUMCFairfield wrote:New user, We have a lot of Donor Temporary Restricted Funds, is there a way to have then print alphabetically?
I'm fairly sure they are printed in account number order. You can print them the way you want but you'll have to renumber the accounts.
I thought that was the case...boo hoo. I have not completed accounting setup and was previewing set up. How do I now go back and change the account numbers? In the accounting setup mode it will only let me view not change. Thanks
Well, you should be able to delete the funds, and then re-enter in alphabetical order.
However, you can change it in the Chart of Accounts once you finalize the system.