Content Comparison

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1. Go to System and click Administration.
2. In the entity tree, click on the entity that you wish to add an entity below. E.g. click on ADRA South Pacific to add ADRA Samoa.
3. Click on the Add Entity button.
4. Complete all the fields, then click Save.

   1. Type - selecting the entity type determines the default chart of accounts that ledgers for this entity will have.

      Warning
      Ensure that the right type is chosen as this setting should not be changed once entries have been processed in the ledger/s.

      
      

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Step 8 - Set up the statements and interest features in the Test environment

1. Interest - 15728785How are interest calculations set up?
2. Statements - 15729289 How do I set which accounts will have statements produced?

Step 9 - Import budgets

Follow these steps - 15729315How do I import a budget?

Step 10 - Train all users

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