Page 1 of 1
Combine Designations
Posted: Fri Apr 04, 2025 9:44 am
by R.V.Fagan
Is there a way to move DESIGNATIONS monies from for one designation to another, and then deleting that designation (I know I can make it INACTIVE).
Re: Combine Designations
Posted: Fri Apr 04, 2025 10:10 am
by NeilZ
R.V.Fagan wrote: ↑Fri Apr 04, 2025 9:44 am
Is there a way to move DESIGNATIONS monies from for one designation to another, and then deleting that designation (I know I can make it INACTIVE).
A designation can be changed in Contributions at any time, it really has no meaning other than what you want to show on the Contributions statement. However, if you're talking about Temp Restricted Accounts, you can move the funds in Funds Accounting, but you can't get rid of the account once there has been activity until you run a "Delete Old Data" function and that removes ALL data prior to the month and year selected. Since you have to maintain data for at least 7 years per the IRS, you shouldn't do that until that period of time has gone by.
Re: Combine Designations
Posted: Fri Apr 04, 2025 11:30 am
by R.V.Fagan
Neil - I had been able to locate the REASSIGN FUND NUMBER but not a REASSIGN DESIGNATION. I was hoping I would not have to go into each and every data entry to reverse and then re-enter it to the required designation. Being able to report on the designation is important to us because it is part of a larger capital income spending management process.
Re: Combine Designations
Posted: Fri Apr 04, 2025 3:03 pm
by NeilZ
R.V.Fagan wrote: ↑Fri Apr 04, 2025 11:30 am
Neil - I had been able to locate the REASSIGN FUND NUMBER but not a REASSIGN DESIGNATION. I was hoping I would not have to go into each and every data entry to reverse and then re-enter it to the required designation. Being able to report on the designation is important to us because it is part of a larger capital income spending management process.
FWIW ... Its much easier to track such things in the Accounting side of the house, using a separate Income account. Here, we have a general income account for 'memorials', but in Contributions we track who the donation was given for, primarily to notify the family.
That said, You may have to 'massage' the designation name. If the designation you're using is "This fund", and you also have a "That Fund", you can ediit the name 'This Fund' to "That Fund 2". Then in the Contributions 'Designated Contributions' report, you just select "That Fund" and "That Fund 2" to get your infomation.
Again, this is only pertaining to Contributions. Not knowing how you have that setup, this is only quick advice.