G/L Group Setup
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 segment |
| Account | The number and description of the segments will change, based on your organizations FundWriter Setup. Enter the account or click the list icon to select the account segment |
| Subaccount | The number and description of the segments will change, based on your organizations FundWriter Setup. Enter the subaccount or click the list icon to select the subaccount segment |
| Detail | The number and description of the segments will change, based on your organizations FundWriter Setup. Enter the detail or click the list icon to select the detail segment |
| Department | The number and description of the segments will change, based on your organizations FundWriter Setup. Enter the department or click the list icon to select the department segment |
When you have finished adding the information, click OK. The group will now be added to the G/L Groups area of the screen:
You can add as many groups as desired on this screen.
Adding Users to a Group
NOTE: This information will be provided by a DDI staff member. If your organization is utilizing the G/L Group functionality, please contact DDI Support for assistance.
To add users to a G/L Group, click the group once to highlight, then click the Users button on the toolbar. This popup will appear:
Enter the information provided by DDI Support. When you have finished, click Save to retain your changes. Click Exit to return to the G/L Group Setup screen.
