How do I get back to Accounting Set-up?

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

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peabodyumc
Posts: 81
Joined: Wed Oct 13, 2004 6:11 pm
Location: Peabody UMC

How do I get back to Accounting Set-up?

Post by peabodyumc »

I have been pulling PC+ together to go live on January 1. I went through set-up once and then realized I had no clue really what I was doing. So I reset it and started through it again. I believe the book says that you can save and come back to it but I can't find out how to return to set up. Am I misunderstanding the book?

Laurie

Zaphod
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Post by Zaphod »

When you're running the Accounting Setup Assistant, you have the option to exit at any time. When you do that, you will be prompted to save your work to that point. Until you've finished the Accounting Setup Assistant, that'll be the only option you have under Accounting. When you go back into it, you'll come right back to where you left off.
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peabodyumc
Posts: 81
Joined: Wed Oct 13, 2004 6:11 pm
Location: Peabody UMC

Post by peabodyumc »

But that is the problem -- I can't find where to get back into it. It is no longer on the accounting menu but I didn't finish it (well except, like I said the first time but I started over). Could the fact that I had done it once account for me not being able to get back to it. The only way I see of "finishing" what I started is to go back to Preferences and start over again.

Laurie

Zaphod
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Post by Zaphod »

It should remember where you left off and allow you to go back to that point and continue. When you've gotten through the initial screens, you get to a summary area where you can make any last-minute changes. When you click on the Accounting menu, if you have any option other than "Accounting Setup" or "Edit and Finish Accounting," then you have indeed finished the Accounting Setup whether you realized it or not. You would have to just start over by going into Preferences and flipping the restart switch.
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peabodyumc
Posts: 81
Joined: Wed Oct 13, 2004 6:11 pm
Location: Peabody UMC

Post by peabodyumc »

Okay -- guess I will make sure next time I have more time and make sure I am completely done! Thanks.

Laurie

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