How to copy an existing fund to create a new fund
Description of Issue
How do I create a new fund mimicking a fund that is already created?
Context
Fund
Chart of Accounts
Cause
A new fund needs to be created and mimic another fund that is already set up.Â
Resolution
MUNIS does not have functionality to copy one fund to another new fund however, once the Fund has been created in
MUNIS > Financials > General Ledger Menu > Set up chart of accounts > Chart of Account Segments
Click Accept
Click Add
Complete the description and fund attributes sections
Click AcceptÂ
Use Mass Account Creation to copy the existing account structure to new accounts for the new fund. See additional information section below
DTDF records, Budget rollup codes, etc for the new fund will need to be manually created
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