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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. 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.
- From the Utilities menu select 'Account Change'
- Click on
to create your account code change. - Select the Fiscal Year
- Enter the 'From Account'
- Enter the 'To Account' (the account you just created)
- Click on
to start the account change process or click on 
to not create the account change. The account change request will appear on the Grid with a 'New' status. - Once all account change requests have been entered, checkmark all account change requests to be processed and click on
to start the account change process. An Information message will be displayed stating the account change job has started. You can click on 
to update the status of the change. Once the change is finished, the status will change from 'in progress' to 'completed' and the 'From Account' will be set to an inactive status and all corresponding transactions will point to the 'To Account'.
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