At times, you may find that the structure of your chart of accounts shifts at your church. You may need accounts to fall under a different grouping than they did in the past. Shepherd's Staff has a tool that will allow you to make these changes quickly and easily.
- In the Finance module, click on "Accounts" and then "Accounts Tree".
- From here, find the account you want to move by expanding the nodes that currently contain your account. Click the plus sign next to a node to expand it.
- Click on the account you want to move to select it, and then click "Move" at the bottom right corner of the window.
- The Move window will appear, and you'll be asked to select which Major group and Minor group you want to move this account to.
- Click "Move" when finished. The account will be moved and the account number changed. It will be assigned the first available sequence number in the Major and Minor group selected.