SOFA/ R&P Headings | Scribe

    SOFA/ R&P Headings

    • Annmarie |
    • 20 steps |
    • 47 seconds
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    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.
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    The below steps will guide you in creating a new SOFA/R&P Heading
    1
    Navigate to [https://www.myfundaccounting.online](https://www.myfundaccounting.online/dashboard)
    2
    Click "Create"
    3
    Click "Accounts Assistant"
    4
    Click "SOFA/R&P Headings"
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    Here you can see the current default codes that have been created to match exactly the SORP 2015

    Create an Income Heading

    6
    Click the heading "Income and endowments from:"
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    Click "New Heading"
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    Enter your new heading name and click "Ok"
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    To save the changes you have made click "Save Structure"
    10
    The below message will appear once saved successfully

    Create an Expenditure Heading

    11
    Click on the heading "Expenditure on:"
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    Click "New Heading"
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    Enter your heading name and click "Ok"
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    To save the changes you have made click "Save Structure"
    15
    The below message will appear once saved successfully

    Delete a Heading