Edit

Share via

Set up a fund in the public sector

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

Fund types must be created before you set up funds. Each fund must have a name and a unique number, and must be assigned a fund type and fund class. This procedure was created using the PSUS demo company data in the public sector partition.

  1. Go to General ledger > Chart of accounts > Funds > Funds.
  2. Click New.
  3. In the Fund number field, type a value.
  4. In the Fund name field, type a value.
  5. In the Fund type field, click the drop-down button to open the lookup.
  6. In the list, select the fund type for this fund.
  7. In the Fund class field, select an option.
  8. Set the Non-reporting fund option to Yes or No.
  9. Set the Major fund option to Yes or No.
  10. Set the Override selected year-end option to Yes or No.
  11. If you set the Override selected year-end option to Yes, select a year-end option.
  12. Click Save.
  • Last updated on