example chart of accounts?

[lmschuelke]

We are having some difficulty knowing just how to set up our chart of accounts in PCP 9. Would anyone be willing to send us via e-mail an example of a chart of accounts? ginnyschuelke@juno.com Thanks

[NeilZ]

We are having some difficulty knowing just how to set up our chart of accounts in PCP 9. Would anyone be willing to send us via e-mail an example of a chart of accounts? ginnyschuelke@juno.com Thanks

Are you just beginning to use the accounting functions ?? If so, try using the Accounting Setup Wizard ... it will give you a basic chart of accounts based on your inputs.

If you're already using the accounting features, and would like to change what you have, you can do the following. Do a backup of your files, then have the system admin reset the accounting to enable the wizard. Before you do this, insure you've printed off all your previous chart of accounts data so you can enter example data if nothing else.

When it is finished, you can then print out the reports created for use. You can then restore your previous data from the backup.

[Matt]

NeilZ--just curious--if one does what you suggest, how does PowerChurch link the backed up data to the new chart of accounts when you go to restore the backed up data?

For example, let's say you had Salaries Expense as account 01-5100-000 in the old chart of accounts. Let's say you have posted transactions to this account. Then, you reset the accounting and then run the accounting setup wizard. When you are complete you still have a Salaries Expense account, but now it's say account 01-5132-000. When you go to restore the backed up files, how do the transactions linked to the old Salaries Expense account 01-5100-000 in the back up transfer over correctly to the new Salaries Expense account 01-5132-000? What logic does PowerChurch use to accomplish this link? I'm having a hard time seeing how this could be done.

[NeilZ]

NeilZ--just curious--if one does what you suggest, how does PowerChurch link the backed up data to the new chart of accounts when you go to restore the backed up data?

For example, let's say you had Salaries Expense as account 01-5100-000 in the old chart of accounts. Let's say you have posted transactions to this account. Then, you reset the accounting and then run the accounting setup wizard. When you are complete you still have a Salaries Expense account, but now it's say account 01-5132-000. When you go to restore the backed up files, how do the transactions linked to the old Salaries Expense account 01-5100-000 in the back up transfer over correctly to the new Salaries Expense account 01-5132-000? What logic does PowerChurch use to accomplish this link? I'm having a hard time seeing how this could be done.

When you do a complete restore, you're doing a complete restore ... it replaces all the data files.