Chart of Accounts Setup

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Revision as of 19:33, 7 October 2011 by Smiller (talk | contribs) (→‎Overview)
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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: