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Author Topic:   Move Groups
djlundell
Member
posted 04-14-2008 08:05 AM     Click Here to See the Profile for djlundell   Click Here to Email djlundell     Edit/Delete Message
I would like to use a "User Defined" Group & then move it up on the Balance Sheet. A June 2003 reply to a post states that such functionality would be considered for a future software update.
1. Has the functionality been added?
2. How can a Group be Moved?

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Douglas J. Lundell

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David
Administrator
posted 04-15-2008 08:52 AM     Click Here to See the Profile for David     Edit/Delete Message
Douglas:

You can move Accounts but not Groups or Categories. The developers are aware of this request but I doubt that that feature will be added anytime soon. Because of the way the Chart of Accounts (COA) works, it would be difficult to implement.

There is some good news, though. Navigator 9.0 has a greatly expanded COA with many more User-Defined Categories. Chances are one is in the right place for your needs.

Meanwhile, there is a work-around. You can move all the accounts from one Category to another and rename the Categories. This effectively moves the Category. Back up your data first. Pay attention to Format Types for the Category and Accounts. Also, if you use Advanced Reports or Navigator ROI, you should make the same changes in all your entities (and all years) so that they will consolidate nicely. Let me know if you'd like detailed steps how to move accounts like this.


- David
FNI Technical Support
Case #38-10659

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djlundell
Member
posted 04-15-2008 09:06 AM     Click Here to See the Profile for djlundell   Click Here to Email djlundell     Edit/Delete Message
When might version 9 be available for general release?

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David
Administrator
posted 04-15-2008 09:45 AM     Click Here to See the Profile for David     Edit/Delete Message
Douglas:

Navigator Version 9 is available now for testing. A number of people are using it now for the improved reports in Navigator and Advanced Reports.

We are hoping to have it in production for everyone this year. Like any software project, it is hard to give an exact date.

- David

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