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Move Account to a Group Account
Posted: Mon Jan 08, 2024 6:16 pm
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.
Re: Move Account to a Group Account
Posted: Mon Jan 08, 2024 6:50 pm
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.
Re: Move Account to a Group Account
Posted: Tue Jan 09, 2024 9:31 pm
by jspringle
Thank you! That worked.