Difference between revisions of "Chart of Accounts Setup"
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==Overview== | ==Overview== | ||
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| + | The first time your business uses FundWriter, it must create a new chart of accounts from scratch. For subsequent fiscal years, your organization will be able to copy an existing chart of accounts forward into a new fiscal year, if desired, and make any necessary adjustments for the new chart. | ||
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| + | To set up your chart of accounts, you will do the following: | ||
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| + | * From the DDI-Connect main menu, double-click FundWriter | ||
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| + | * Double-click FundWriter Setup | ||
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| + | * Double-click Chart of Accounts Entry. You will see this screen: | ||
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Revision as of 19:33, 7 October 2011
Overview
The first time your business uses FundWriter, it must create a new chart of accounts from scratch. For subsequent fiscal years, your organization will be able to copy an existing chart of accounts forward into a new fiscal year, if desired, and make any necessary adjustments for the new chart.
To set up your chart of accounts, you will do the following:
- From the DDI-Connect main menu, double-click FundWriter
- Double-click FundWriter Setup
- Double-click Chart of Accounts Entry. You will see this screen:
