Chart of Accounts Setup
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: