Shepherd's Staff Finance 101 Basic Principles & Chart of Accounts
Learn the basic principles of fund accounting and get started in the Finance module. We’ll talk about fund accounting principles, account types, and accounting groups, and we’ll cover how to add accounts. Basic accounting principles Adding a fund Account numbering/grouping Creating a chart of accounts - Assets - Liabilities - Equity - Income - Expense - Dedicated Connecting to Contributions Chart of accounts report Budgets - Single budget - Budget import
