FIS: Change account codes using the Reclassify Transactions screen

FIS: Change account codes using the Reclassify Transactions screen

You can use the Reclassify Transactions screen to change accounts on one or multiple transactions at the same time. 
 
  1. Go to Fund Accounting > General Ledger > Periodic Functions > Reclassify Transactions.
  2. Enter the Original Account Code (the one you want to change) in the Original Account Code field.
  3. Enter the new account code (the code you want to change it to) in the Reclassify Account Code field.

 

  1. Click the Search button and a list of transactions for the Original Account Code will show up in the grid.
  2. Click the checkbox for the transaction(s) you want to change the account code for.
  3. Click the Run button.