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Description of Issue

How to create a new fund

Context
  • Set up chart of accounts
  • Fund 
  • Organization code
  • Accounts
Cause

Resolution

When creating a new Fund these steps would be followed:

  1. Create a new Fund How to create a new Fund
  2. Create the new Organization codes Create a new organization code 
  3. Create the new Object codes (only if needed)_ Create a new object code 
  4. Create the new accounts Account Master - Add new GL Account 
  5. Create DTDF Due to Due from records (if needed) Set up Due To Due From for new fund 
Additional Information

How to copy an existing fund to create a new fund





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