Move Accounts

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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.

  1. In the Finance module, click on "Accounts" and then "Accounts Tree".
  2. 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.
  3. Click on the account you want to move to select it, and then click "Move" at the bottom right corner of the window.
  4. 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.
  5. 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.

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