Change the Required Elements for a Fund

Elements that are either required by the account format or defined as static can't be removed as required elements.

1. Select Element Value Maintenance from the Chart of Accounts menu, and the Element Value Maintenance window opens.

2. Select the account Structure from the pull-down list if it hasn't defaulted to the structure in which you want to work.

3. Select Fund from the Select Element pull-down list, and the existing element values are displayed.

4. Check the box for the element value for which you want to change the required elements.

5. Select Change Required Elements For Fund from the More menu, and that window opens.

6. Check boxes to make additional elements required for the selected fund.

7. Click Save.

Return to Element Value Maintenance Overview