The mass/add delete GL account tool does not add account to all the funds
  • 02 Jun 2023
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The mass/add delete GL account tool does not add account to all the funds

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Article summary

The G/L Account Mass Add/Delete tool will only add or remove the specified account from funds whose class is assigned in the Master Chart.

Answer:
When using the G/L Account Mass Add/Delete tool,  the appropriate Fund Class(es) also have to be assigned to the GL account in the Master Chart before FIMS can auto build the GL accounts for the funds in those classes.  

If the tool is not creating an account for a fund or group of funds, check to be sure the fund's class codes are in the master chart on that account's line.

If you only want to add the account to one Fund, it is best to add the account manually from the General Ledger Accounts/Account tab by clicking the New button. 

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