FIS: Account Code Reclassification
Scroll down to access the PDF document under Attachments.
The attached
document
reviews how to change the account code associated with individual and multiple transactions, as well as reclassifying account codes in Chart of Accounts in Fund Accounting.
Table of Contents from PDF:
Description
Reclassify Transaction Screen
Transaction Inquiry Screen
Chart of Accounts Directory Screen
How to Reclassify a Transaction from the Reclassify Screen
How to Reclassify using Transaction Inquiry
How to Reclassify using Chart of Accounts
How to Reclassify One Account Code
How to Reclassify Multiple Account Codes
How to Verify Reclassification Records
How to Determine a Reclassification Method
Entire Year
One Transaction
How to Correct a Mistaken Reclassification
Reclassification Errors and Exceptions
Reclassify Transactions Status Report
Last revised: 2017