There are multiple ways to link accounts.
- Begin by clicking 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.”
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.
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.
More linking options on next page…
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