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Why

If your organization already has a comprehensive numbering system in use for your accounts, then you can continue to use this numbering system in Membership Plus. Or, if you would like to change the auto-assigned account numbers for any reason, you can do so by re-entering them.

Account numbers are used to distinguish among the many accounts used in maintaining your organization's finances. For this reason, every account must have a unique account number. No two accounts may have the same account number.

How

To assign an account's number

  1. In the left navigation pane, click Accounting > Accounting Management.
  2. On the List tab, select the account.
  3. On the toolbar, click Edit.
  4. In the Number field, enter the account number.
  5. On the toolbar, click Save.
  6. Repeat steps 2-5 for each account.

Once you have assigned account numbers, you should enter the beginning balances of accounts.

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