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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. User is restricted from applying a new Account Change job if an existing account change job is currently in progress. Error message will indicate that an Existing Account Change job is currently in progress.
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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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When filtering for a specific expenditure account or revenue account, enter "02/" before the entry of an expenditure account and "03/" before the entry of a revenue account to help with filtering. i.e. by entering 02/001-2500-5 the system will start to display your expenditure accounts with the function of 2500 and any 500 object codes |
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When the USPS-R Account Synchronization is performed, accounts that have been processed through Account Change will be updated from the previous account to the new account in the USPS-R Payroll Accounts. |
Restrictions:
- The 'From' account and the 'To' account's SCC must be in the same range (0000-8999) or (9xxx).If the SCC on the old account is between 0000-8999, this account belongs to a fund with a SCC of 0000 so the new account must also have a SCC between 0000-8999. Example: An 009 5000 expenditure account is part of the 009 0000 cash account. It can't be changed to an 009 9xxx cash account.
- The 'From' account and the 'To' account must have the same Fund. You cannot cross funds. The old and new account must belong to the same cash account.
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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.
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When filtering for a specific expenditure account or revenue account, enter "02/" before the entry of an expenditure account and "03/" before the entry of a revenue account to help with filtering. i.e. by entering 02/001-2500-5 the system will start to display your expenditure accounts with the function of 2500 and any 500 object codes. |
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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