Linking Accounts

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To Link Accounts:

• Click the “Chart of Accounts” tab on the top menu, then select “Manage Accounts.”

• Use the Drop Down Menu to choose the Fund.
• Double click the account to open the “Account Editor.“
• Click “Advanced Options.”

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To Link InterFund Accounts

• Select “Is InterFund Account“.

• Fill in the “Corresponding Account in the other fund” box, or click the question mark to select the Corresponding Account.

• Click Save.

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Linking an Interfund and a Cash Account:

Note: To use a cash account in another fund, the settings in both funds must be set to match. **

• If using a cash account from a different fund for disbursements, place a checkmark in the box, “This interfund account is the default cash account but print checks from another fund.”

• Enter the checking account number or click the question mark to browse for it.

• Click Save.