How to Initialise in MyFundAccounting.Online
- Annmarie |
- 6 steps |
- 14 seconds
You will initialise the account during the initial set-up process.
If you have made a mistake and wish to start again, you can use the Accounts Assistant to do so. The below steps will guide you through the process
1
Navigate to [https://www.myfundaccounting.online](https://www.myfundaccounting.online/dashboard)
2
Click "Create"
3
Click "Accounts Assistant"
4
Click "Initialisation"
5
Select the set of accounts you wish to initialise to. All selections will have their own preloaded with a standard set of account codes and funds.
Tip! To keep the account headings, funds and other settings but remove all transactions including starting balances, use 'Start Again, Remove all Transactions but Retain Account Structure
Tip! To remove everything and start again, including re-entering all codes and fund details use the 'First Time Set up'
Tip! Select Copy Nominal Codes to use an existing branches account set up.
6
Click here to initialise
