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  • General Ledger
  • Set up chart of account
  • Fund Attributes


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New Funds are needed for the new year

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Financials > General Ledger Menu > Set up chart of accounts > Chart of account segment

  1. Click Accept 
  2. Click Add
  3. Enter in the Description information
    1. Fund 
    2. Description
    3. Short Description
    4. Obligation date
  4. Complete the Fund attributes section
    1. Multi-year fund
    2. Available budget method
    3. Requires project string on entry
    4. Standard fiscal year
    5. Fund type
    6. Revolving fund
    7. Pooled cash account
    8. CAFR Type Fund
    9. Secondary balancing level
  5. Click Accept



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After creating the Fund the next steps would be to:

  1. Create Segments (if needed) 
  2. Create Organization Codes 
  3. Create Object Codes (if needed) 
  4. Create Accounts
Master Article - General Ledger chart of accounts creation