Difference between revisions of "G/L Group Setup"
(One intermediate revision by the same user not shown) | |||
Line 32: | Line 32: | ||
| '''User list''' || You can type the user ID(s), separated by commas, or click the list icon to select from a list of active users in the system | | '''User list''' || You can type the user ID(s), separated by commas, or click the list icon to select from a list of active users in the system | ||
|- | |- | ||
− | | '''Fund''' || The number and description of the segments will change, based on your organizations [[FundWriter Setup]]. Enter the fund or click the list icon to select the fund | + | | '''Fund''' || The number and description of the segments will change, based on your organizations [[FundWriter Setup]]. Enter the fund or click the list icon to select the fund segment |
|- | |- | ||
− | | '''Account''' || | + | | '''Account''' || The number and description of the segments will change, based on your organizations [[FundWriter Setup]]. Enter the account or click the list icon to select the account segment |
|- | |- | ||
− | | '''Subaccount''' || | + | | '''Subaccount''' || The number and description of the segments will change, based on your organizations [[FundWriter Setup]]. Enter the subaccount or click the list icon to select the subaccount segment |
|- | |- | ||
− | | '''Detail''' || | + | | '''Detail''' || The number and description of the segments will change, based on your organizations [[FundWriter Setup]]. Enter the detail or click the list icon to select the detail segment |
|- | |- | ||
− | | '''Department''' || | + | | '''Department''' || The number and description of the segments will change, based on your organizations [[FundWriter Setup]]. Enter the department or click the list icon to select the department segment |
|} | |} | ||
+ | |||
+ | |||
+ | When you have finished adding the information, click OK. The group will now be added to the G/L Groups area of the screen: | ||
+ | |||
+ | |||
+ | [[File:GL Group Setup 3.png]] | ||
+ | |||
+ | |||
+ | You can add as many groups as desired on this screen. | ||
+ | |||
+ | |||
+ | =='''Adding Users to a Group'''== | ||
+ | |||
+ | |||
+ | NOTE: This information will be provided by a DDI staff member. If your organization is utilizing the G/L Group functionality, please contact DDI Support for assistance. | ||
+ | |||
+ | |||
+ | To add users to a G/L Group, click the group once to highlight, then click the Users button on the toolbar. This popup will appear: | ||
+ | |||
+ | |||
+ | [[File:GL Group Users 1.png]] | ||
+ | |||
+ | |||
+ | Enter the information provided by DDI Support. When you have finished, click Save to retain your changes. Click Exit to return to the G/L Group Setup screen. | ||
+ | |||
+ | |||
[[Category:FundWriter]] | [[Category:FundWriter]] |
Latest revision as of 15:20, 22 October 2012
Overview of FW19
The G/L Group Setup allows your organization to set up and control access to groups of GL accounts. This is helpful when you have staff members who are responsible for maintaining only a certain portion of your Chart of Accounts. To set up the group access:
- From the DDI Connect main menu, double-click FundWriter
- Double-click FundWriter Setup
- Double-click G/L Group Setup. You will see a screen similar to this one:
To add a new group, click the New button on the toolbar. The screen will now activate for editing:
The following fields are available on this screen:
Field | Description |
---|---|
Group code | Enter a brief alphanumeric code for the group |
Description | Enter a brief description of the group |
User list | You can type the user ID(s), separated by commas, or click the list icon to select from a list of active users in the system |
Fund | The number and description of the segments will change, based on your organizations FundWriter Setup. Enter the fund or click the list icon to select the fund segment |
Account | The number and description of the segments will change, based on your organizations FundWriter Setup. Enter the account or click the list icon to select the account segment |
Subaccount | The number and description of the segments will change, based on your organizations FundWriter Setup. Enter the subaccount or click the list icon to select the subaccount segment |
Detail | The number and description of the segments will change, based on your organizations FundWriter Setup. Enter the detail or click the list icon to select the detail segment |
Department | The number and description of the segments will change, based on your organizations FundWriter Setup. Enter the department or click the list icon to select the department segment |
When you have finished adding the information, click OK. The group will now be added to the G/L Groups area of the screen:
You can add as many groups as desired on this screen.
Adding Users to a Group
NOTE: This information will be provided by a DDI staff member. If your organization is utilizing the G/L Group functionality, please contact DDI Support for assistance.
To add users to a G/L Group, click the group once to highlight, then click the Users button on the toolbar. This popup will appear:
Enter the information provided by DDI Support. When you have finished, click Save to retain your changes. Click Exit to return to the G/L Group Setup screen.