User Support Forum

[code] [/code] Hello, How do I go back to a member and add an envelop number? Every list I go to, to pull up an individual, I do not see the option for envelop number once they are created. Thanks, Its always better to add a new topic, rather than tag on to an existing one, especially when your que...

Hello,
How do I go back to a member and add an envelop number? Every list I go to, to pull up an individual, I do not see the option for envelop number once they are created.
Thanks,

ok, I will do this. Thank you for your help

Yes, I have 5 funds (separate bank accounts) to create. I can use the standard chart of accounts like the general fund. I just didn't know how to fund accounts 2-5. I tried to do the GE as you mentioned and that's when I got the group account error.

Hi Neil,
I used the setup wizard and accepted all the standard choices except for the accounting period. I wasn't asked to select group or detail accounts. Should I have been asked to select them?

This is done by entering a transaction in Accounting > Fund Accounting > Enter Transactions. To add a beginning balance to a new bank account in a new fund would look something like the following: 02-1120-000 Checking (Debit) $500 02-3110-000 Unrestricted Equity (Credit) $500 If you are tracking th...