New World ERP Chart of Accounts Report Data Export Instructions

To ensure clarity throughout the data onboarding process, let’s walk through exporting data from New World ERP.

Note: Some New World clients may have different system functionalities. If these instructions do not apply to your system, Senior Data Advisors can collaborate with users to identify an alternative report that meets their needs.

G/L Account List (List of All Accounts with Descriptions)

This is the closest built-in inquiry/report that shows GL account codes with their descriptions:

1. Go to Maintenance > New World ERP Suite > Chart of Accounts > G/L Accounts > List.
2. Select the Search option (with no filters) to return all GL accounts.
3. In the results, you’ll see:
   • Account number
   • Description
   • Additional search/filter fields for Fund, Expense/Revenue, etc.
4. Select the Print option to generate a full listing that you can export to Excel/PDF with descriptions included.