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 | ||
+ | * Double-click FundWriter Setup | ||
+ | * 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: | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''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 | ||
+ | |} | ||
[[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:
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 |
Account | Example |
Subaccount | Example |
Detail | Example |
Department | Example |