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Account Change Request
Allows you to change expenditure and revenue account codes. Both the old and the new account must exist and be active. 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 all of the related transactions and merges the account figures for the current FY only. This preserves the prior years' 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. |
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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If the new account you want to merge the old account into does currently exist on the system, you do not need to create an account first. The Both the old account you are moving the figures from and the new account must exist and be active. The steps below are used to merge an existing expenditure account into another existing expenditure account.
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The account change requests grid allows the user to search for existing account change entries by clicking in the filter row in the grid columns and entering in the desired information. Click on any row of the search results to see a summary view of the record. The Advanced Search can be utilized by clicking on the in the upper right side of the grid.
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