Merging Duplicate Contribution Funds (Versions 12 and higher)

Please note: Method 1 of this article applies to Versions 12+. Older versions of the software require the use of method 2.

Accidently created two of the same funds during setup? Want to simplify your fund setup? There could be many reasons for wanting to merge funds and PowerChurch contains a feature to handle all of that. Merging or often called Reassigning contribution funds can be done in 2 ways. These will be outlined below as "Method 1" and "Method 2".

Method 1 - Reassigning through the Maintain list of contributions menu

1. First of all, use the PowerChurch Plus Backup feature located under the Utilities menu to make a backup copy of Contributions data. You may choose to backup All Data Files as an extra precaution.
2. We would first recommend navigating to the current list of Contribution Funds and reviewing the two funds you intend to merge. You can do so by going to Contributions > Setup and Maintain List of Contribution Funds.
   
3. For this method, once you have confirmed the two funds you wish to merge, you can start by locating the fund that will be getting merged.
4. Once you have located the fund that will be merged, select the Reassign button next to the current Fund Number.
   
5. Next, select the To fund by typing in the fund number or clicking the magnifying glass and manually selecting the fund. Click OK.
   
6. Finally, There will be a confirmation screen. Read the above text and enter YES and select OK when ready.
   
7. Success! You have successfully merged 2 contribution funds. Navigate back to the Maintain List of Contribution Funds and check your work.

Method 2 - Reassigning through the Reassign Menu (Versions 11.55 and prior)

1. First of all, use the PowerChurch Plus Backup feature located under the Utilities menu to make a backup copy of Contributions data. You may choose to backup All Data Files as an extra precaution.
2. We would first recommend navigating to the current list of Contribution Funds and reviewing the two activities you intend to merge. You can do so by going to Contributions > Setup and Maintain List of Contribution Funds.
3. Once you have confirmed the two funds you wish to merge, start by navigating to Contributions > Reassign and finally Reassign a fund number.
   
4. Here you will be met with a Reassign fund number and To field. Select the respective fund for each field using the magnifying glass or by entering the fund numbers. Verify you have selected the correct funds before continuing. Once you are sure of your selection, click the OK button to proceed.
   
5. Finally, There will be a confirmation screen. Read the above text and enter YES and select OK when ready.
   
6. Success! You have successfully merged 2 contribution funds. Navigate back to the Maintain List of Contribution Funds and check your work.