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- Go to System and click Administration.
- Select the relevant ledger.
- Click on the Special Accounts tab.
- Enter accounts for all of the features you will be using (Retained Earnings is mandatory as this account is used in the end of year processing).
- Click Save.
Step 4 - Set up bank accounts
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The Bank tab in Accounts is where the bank account details are entered (account name, account number etc), the receipt clearing account is linked, and cheque and receipt details set.
- Go to System and click Administration.
- Select the relevant ledger.
- Select a bank account and click on the Bank tab.
- Tick the "Is this a bank account" box to show the fields.
- Complete the relevant fields, then click Save.
- Repeat steps 3-5 for other bank accounts.
Need to link to an explanation of Receipting.
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Step 5 - Set up Receipting
If receipts are required to be issued from this ledger, follow these steps to complete the setup - Set up Receipting
Further information on the Receipting feature can be found at Receipt entry workflow
Step 6 - Set up the statements and interest features
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7 - Import budgets
Follow these steps - 15729315
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8 - Give access to users
New user
- Go to System and click Users.
- To add a new user, click Add User.
- In the Name field, search for the users name. Note that users must be already set up in Active Directory for them to appear on this list.
- Complete the following fields/selections:
- Default Time Zone
- COA Administrator - ticking this box allows the user to modify the global chart of accounts for entity types that the user has access to. Only users approved by the entity CFO should have COA Administrator ticked.
- Role - roles can be chosen at the entity level, which would give the chosen level of access to all ledgers below it. Alternatively, the role can be chosen at the Ledger level if different access is required for different ledgers. For an explanation of roles, see 15728706
- Click Save when complete.
- Repeat steps 3 - 6 to create more users.
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