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Fund Accounting Profile

Before generating reports, ensure that you enter valid information on the Fund Accounting Profile page.

  1. On the start page, select Menu, then System Administration, then Administration, and then choose Fund Accounting Profile (under Profiles). 

  2. Select the Titles tab.

  3. Refer to Field Descriptions and specify valid information in the required fields.

  4. On the navigation bar, click OK.

Field Descriptions



Referencing Reports / Profile


Title of the fund level in the organization chart.

Orgn 1-9

Titles of the remaining levels in the organization chart.

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