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Adding a Fund

Posted: Mon Jun 15, 2009 5:49 pm
by LydiaGirl123
I added an 02 Fund (Missions), and want to add an 03 (Building Fund). What happened when I added the 02 Fund was that, once I went through the process of creating it, I could not access it. I could find nothing in the PC+ instruction book that tells me how to access Fund 02. I can do reports that show it's there (with zero balances of course), but I can't find anything that lets me into the fund itself to make entries. The only thing that shows up is the General Fund 01.

Thanks again for your help.

Re: Adding a Fund

Posted: Mon Jun 15, 2009 6:00 pm
by JohnDMeyers
Did you copy the chart of accounts from Fund 01 to Fund 02?

Even if you did, the balance sheet and the income and expense reports will show nothing. Try running the Chart of Accounts (Fund 02 to 02) report to make sure the chart of accounts was copied over. (If not, this report will come out absolutely blank!)

Once you make your first transaction in the new fund, the numbers will start to appear on the balance sheet and income and expense statements.