Fund Accounting Installation and Registration

1. Search for Extension Management and select the related link.

   

2. In the Extension ribbon select AppSource Gallery.

   

3. Search for Fund Accounting App.

   

4. Select the app and in the page that opens, click Install App.

   

5. In the Install extension page, click Install.

   

6. Complete the fields in the Register your Fund Accounting app form, then click Submit Registration.

   

7. Click X to close the Thank you page.

   

8. Click OK to message "Fund Accounting has been successfully registered!"

   

9. Click OK to message "Your Fund Accounting trial period is coming to an end on xx/xx/xxxx. Please contact support to enable the full version."

   Important

   Contact the selling organization you are working with to purchase the Fund Accounting module and extend use beyond the Trial Period Expiration Date.

   

10. Click Next to the Fund Accounting License Setup Wizard message "Fund Accounting has already been Registered, contact Fund Accounting support to make any changes."

    

11. Select the Activate Company checkbox for any companies that need to have Fund Accounting activated. Then click Finish.

    

12. Click No to the message "You have already completed the License Setup for Fund Accounting assisted setup guide. Do you want to run it again?"

    

Once the installation and registration are completed, Fund Accounting Setup and Fund Accounting License Setup pages will appear in search results, and you can open and use the Fund Accounting Setup page.

Fund Accounting License Setup

The Fund Accounting License Setup page gives a quick snapshot of the status of the Fund Accounting Registration and Licensing status.

Field Name	Description
License Registration	Click to register the Fund Accounting module, if not already completed. Message displays "Please Register your Fund Accounting product to begin using the product. To access the Assisted Setup for Registration, exit the Fund Accounting License Setup page, and reload the page.
Refresh Application Area	This function is used by Support to troubleshoot Product Registration issues.
Active License	Specifies, if the Fund Accounting module license is active. This field is automatically turned on and off by the License Registration process.
License Status
-	Trial: Initial status of the solution with a limit of 30 days of use
	- Full: When the solution is purchased and the registration is updated, it will be set to Full
	- Expired: If the solution is not purchased, it will be set to Expired.
License Expiration	When the License Registration process is initially run, it sets this date to 30 days from the initial installation. When the subscription is set to Full, this field is cleared.
Notification	If any errors occur during registration, they will appear in this field.
Modules	Basic Module: This field is turned on when the License Registration process is completed.

Advanced Allocations Installation and Registration

To install and register Advanced Allocations, navigate to this link for instructions: Advanced Allocations Installation and Registration