What would you like to know more about?

Account Belongs to Fund Not Being Closed

When closing the year in General Ledger, this error message displays:

One of the selected closing accounts belongs to a fund other than the fund being closed. If you close accounts to this fund principal account, your chart of accounts may be out of balance.

  • Products Affected: General Ledger

  • Versions Affected: Any

A fund shares a General Ledger closing account with another fund. To resolve this error, assign a different fund principal account.

  1. Under Manage Records, select the Chart of Accounts tab.
  2. In the drop-down list, select Add/Edit Chart of Accounts and click Go.
  3. Under Available Lists, select Funds.
  4. Select the fund and click Edit.
  5. In the drop-down list, the correct closing account for the fund and click OK.
  6. Repeat these steps each fund, then click Close.