Data Developments

Made by Carrie with Scribe TABLE OF CONTENTS Creating a template invoice Recalling a template invoice You may have certain invoices that are used r...

Reconnecting your Microsoft 365 Account to MyFundAccounting.Online Made by Carrie with Scribe Tip: Due to recent changes to Microsoft Office 365, ...

Tip: When the FRS102 is enabled, this will move the Gains and Losses Code below the Other Gains and losses heading on the SOFA reports so that this is not i...

1. Navigate to https://www.myfundaccounting.online 2. Click "Transactions" 3. Click "Journal Entry" 4. Enter the dat...

Tip: The below steps will guide you in removing a starting balance transaction that has been entered incorrectly.  Alert! If you are no longer in your fir...

Tip: Once your financial year dates have been set it is highly unlikely you will ever need to change them unless you need to change your financial year end ...

Tip! The below steps will show you how to produce a combined report of more than one branch. 1. Navigate to https://www.myfundaccounting.online ...

Tip: The below steps will guide you in managing your Grantor records, assigning them to transactions and generating a report on how a grant has been handled...

Tip: The below steps will guide you in creating a fixed assets and managing this within MyFundAccounting.online (Assets whose nature is not transient, e.g...

Tip: The filter options will be different depending on the type of report that you are exporting. Once you have selecting your financial year dates and sele...