Difference between revisions of "G/L Group Setup"

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(Created page with "=='''Overview of FW19'''== Category:FundWriter")
 
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=='''Overview of FW19'''==
 
=='''Overview of FW19'''==
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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:
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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 G/L Group Setup. You will see a screen similar to this one:
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[[File:GL Group Setup 1.png]]
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To add a new group, click the New button on the toolbar. The screen will now activate for editing:
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[[File:GL Group Setup 2.png]]
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The following fields are available on this screen:
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Group code''' || Enter a brief alphanumeric code for the group
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|-
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| '''Description''' || Enter a brief description of the group
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|-
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| '''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
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|-
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| '''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
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|-
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| '''Account''' || Example
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|-
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| '''Subaccount''' || Example
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|-
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| '''Detail''' || Example
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|-
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| '''Department''' || Example
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|}
  
  
  
 
[[Category:FundWriter]]
 
[[Category:FundWriter]]

Revision as of 15:05, 23 June 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:


GL Group Setup 1.png


To add a new group, click the New button on the toolbar. The screen will now activate for editing:


GL Group Setup 2.png


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
Account Example
Subaccount Example
Detail Example
Department Example