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Account Change Request
Allows you to change expenditure and revenue account codes. As these account codes are changed, the original accounts will remain on the system but with an inactive status. Only one User is restricted from applying a new Account Change job may process at a time; otherwise an error stating an 'if an existing account change job is currently in progress. Error message will indicate that an Existing Account Change job is currently in progress' will appear.
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When the account change is processed, it changes related transactions and figures for the current FY only and preserves the prior year transactions and account figures for the old account so that accurate historical reports can be run retroactively for prior fiscal years. |
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- You will be crossing appropriation boundaries. The new account is in a different appropriation account than the old account. The appropriation account balances will be adjusted to correspond to the budget account changes made.
Collapsing an account into a new account code
If the new account you want to merge the old account into does not currently exist on the system, you must create the account first. The steps below are used to account change an existing expenditure account into a new expenditure account that doesn't currently exist.
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