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Author Topic:   Adding a Group to the Chart of Accounts
Michelle
Member
posted 11-29-2001 10:29 PM     Click Here to See the Profile for Michelle     Edit/Delete Message
My church uses FN for their recordkeeping and has asked me how to add a new group for a new ministry area. We went to the Master Chart of Accounts and renamed one of the user defined groups but we can't see it in the chart of accounts.

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Pamela
Member
posted 11-30-2001 06:45 AM     Click Here to See the Profile for Pamela   Click Here to Email Pamela     Edit/Delete Message
You must also add a category and then an account.

1. Change the group name
2. Click on the + sign before the new group name.
3. Change one of the user defined asset names that follow (this is a category).
4. Add a new account

This can be done in any class. Once you have added the category and an account, you will see them on the Custom Chart of Accounts.

Reply to this post if you have any further questions.

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dwightt
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posted 10-01-2002 06:21 PM           Edit/Delete Message
I need more Groups and Catagories in the EXPENSE section of my chart of accounts.
I have usded ALL the Categories in my Master Chart of Accounts. What can I do? I have read the help files and the previous response to this thread and can't find any information. Please tell me I can do this! Thanks

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Pamela
Member
posted 10-02-2002 09:23 AM     Click Here to See the Profile for Pamela   Click Here to Email Pamela     Edit/Delete Message
What version of FN are you using? 7.5? 8.0?

We have expanded the Chart of Accounts and you need to update each data file to the new Chart of Accounts. Please make sure you read the instructions carefully, as the update involves changing category names. I recommend that you print out your current Chart of Accounts for a reference.

See the post Updating the Chart of Accounts for instructions.

This is the only expansion of groups and categories that has been done for the FN Chart of Accounts. If this does not resolve your issue, you might want to consider reorganizing your accounts. You can change a category to cover multiple areas (e.g., Office Expenses can include utilities, IT fees, equipment repair fees, etc. instead of having a separate category for each type of office expense.) Then you can move accounts into the new category and use the now available category for what you need.

Please respond to this post with any further questions.

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