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Account Change Request
Allows you to move account amounts and update transactions from one account to another. This option is currently only available for changing Expenditure and Revenue codes. Updates to the accounts and transactions when using Account Change will only update for the Fiscal Year selected going forward.
The option to change Cash Accounts (Fund Change) will be available in the future. Options related to fund change have been added to the page but they will produce an error if selected.
Cash Account Codes
The initial release of Cash Account Change is planned to allow changing an existing Cash Account to an account that does not currently exist. When the change occurs, the original accounts will remain on the system, but with an inactive status.
Create Account Change Request
- Click on
to create your account code change. - Select the Cash Account Type from the drop down
- Select Starting Fiscal Year
- Enter the 'From Account'
- Enter the 'To Account' Fund & SCC (cannot already exist in the chart of accounts)
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This option appears in the software but the functionality is not yet available. If a Cash type change is entered, an error will be received when clicking "Save." This option is planned to be available in Calendar Year 2025. |
Expenditure and Revenue 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. Any accounts included in the Account Change process, whether it is the account listed in the From Account or listed in the To Account, will not be available for transaction processing (creating or modifying) until the Account Change process is complete.
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When the account change is processed, it will change 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/Merging 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.
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