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. 

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

  1. Click Accept

  2. Click Add

  3. Complete the description and fund attributes sections

  4. Click Accept 

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

Â