JCPS Computerized Personal Accountant Training Manual and ...
JCPS Computerized Personal Accountant Training Manual and ...
JCPS Computerized Personal Accountant Training Manual and ...
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<strong>Computerized</strong> <strong>Personal</strong> <strong>Accountant</strong><br />
Creating a New Set of Books<br />
If this is the first time you are using this program, you will need to create a<br />
new set of books for your school.<br />
1. After clicking OK at the prompt, the program automatically displays<br />
the CPA-Set of Books screen shown below.<br />
2. Type your school name in the Client Name field. Press TAB or ENTER<br />
to move to the Address 1 field.<br />
3. Type your school's street address; then press TAB or ENTER.<br />
4. Type the city, state, zip code, <strong>and</strong> phone number in the appropriate<br />
fields. You can press TAB or ENTER after each or just click in the<br />
appropriate field <strong>and</strong> type.<br />
5. Enter the <strong>JCPS</strong> in the Client Code field; press TAB or ENTER.<br />
6. Press TAB or ENTER to skip Book Type. It should remain School.<br />
7. Type the beginning date of the fiscal year in the Start of Fiscal<br />
Period. Use 8 digits in the format mmddyyyy. It is not necessary to<br />
type the slash. Press TAB or ENTER.<br />
Computer Education Support Unit page 7
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