If you are an existing Finance Co-ordinator User and wish to bring across your data into MyFundAccounting.Online, you will find instructions to do this in your initial email from Data Developments when setting up your trial.
If you are new user or wish to start afresh you will need to create a group and a branch. You can create a new group via Admin > Groups.
Once in the Groups screen click the ‘Add New’ button, enter your group name in the description box and press Save. Your organisation name will appear automatically next to the new group. To enter more groups simply click ‘Add New’.
You can now create a Branch via Admin > Branches. Select the group you have just created from the Group dropdown box. Once in the Branches Screen click ‘Add New’, enter the Branch name in the description box and click save.
You will then be taken to the Initialisation screen where various options are available.
You can come back to this screen later and choose another option via Create > Accounts Assistant > Initialisation.
If you are using your 30-day free trial, you can use the Initialisation Option ‘Sample Data’ as this option comes with sample data already included. If you wish to remove this data or wish to initialise the system with a different set of account headings you can use the Initialise data option from the Accounts Assistant. If you are going to use the sample data, you can skip this section and go to page 21.
In order to remove the sample data, go to Create > Accounts Assistant > Initialisation. You will see the following screen:
How do you want to start using MyFundAccounting.Online? This section will take you through setting up your accounts:
- First time set up (clear existing data): you add your own account headings etc. and enter your accounts.
- Sample data: you can choose from two sample sets of accounts and transactions. They enable you to try the program before using your own accounts. When you are ready to set up your own accounts go to Create > Account’s assistant > Initialisation and choose either 'First time set up (clear existing data)' or the most appropriate church set.
- Other options - sets of account headings (overwrite existing data): these are sets of account headings and funds that have been designed and given to us by various organisations. People in those organisations can choose the relevant option and know they are using appropriate (and in some cases approved) headings for their organisations.
Click First time set up (clear existing data).
Click the ‘Click to Initialise’ button at the bottom of the screen.
You will see the following message screen:
Click Yes to confirm you want to initialise. You will now see the following screen
Enter the first day of your accounting year next to the 'Start date'. You can type this manually or enter the date by using the calendar that appears when you click on the date box.
If you want each period to be the same length i.e., one month, click the 'Calculate' button and period dates will be entered for the next two years.
If you want periods of different lengths, put the dates in manually and do not click the calculate button.
You can only enter transactions into these two years.
Click Save
A message will confirm that your information has been saved.
You are now in the Dashboard of MyFundAccounting.Online with access to everything by using either the 'Sidebar' within the Dashboard or the menus at the top of the screen.