Data Developments

The default Sofa Headings in MyFundAccounting.Online correspond with the SORP 2015 and it should not normally be necessary to amend them.

The same form is used for R&P headings and these may of course be edited to suit your own requirements.

The below steps will guide you in creating a new SOFA/R&P Heading

1. Navigate to https://www.myfundaccounting.online

2. Click "Create"

3. Click "Accounts Assistant"

4. Click "SOFA/R&P Headings"

5. Here you can see the current default codes that have been created to match exactly the SORP 2015

6. Click the heading "Income and endowments from:"

7. Click "New Heading"

8. Enter your new heading name and click "Ok"

9. To save the changes you have made click "Save Structure"

10. The below message will appear once saved successfully

11. Click on the heading "Expenditure on:"

12. Click "New Heading"

13. Enter your heading name and click "Ok"

14. To save the changes you have made click "Save Structure"

15. The below message will appear once saved successfully

16. Click on the heading you wish to remove

17. Click "Delete this entry"

18. Click "Ok"

Tip: If you have made changes to the headings but wish to go back to the default structure you can do this by using the reset option on the page

19. Click "Reset Structure"

20. Click "Ok"

Tip: To see how you can assign your SOFA/R & P headings to nominal codes see the How to View/Edit/Delete Nominal Accounts guide