Chart of accounts

Can I use the fund ending segment and account type as the account title?

How do I add an account?

How do I add/remove account notes?

How do I assign the active date range?

How do I assign the segment range?

How do I change the account properties?

How do I deactivate the account?

How do I remove an account?

How do I select allocations?

What is a segment range?

What is the "normal balance"?

What is the Chart of Accounts?

Closing account

How do I set up a closing account?

Which accounts close to this account?

How do I assign a closing account?

Can I zero the account balance at year-end?

Project Accounting

Can I prompt for fixed asset information?

Reporting categories

How do I add/remove reporting categories?

State reporting

Does this account allow budget amounts?

How do I add budget notes?

How do I set up accounts for budget reporting?

How do I set up accounts for state reporting?

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.