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  • Accounts

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  1. Using the filter row search for desired cash account
  2. Click on beside when viewing the cash account to clone it.  
  3. Make desired changes 

  4. Click on  to post the changes, click on to not post the changes.

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  1. Using the filter row search for desired cash account
  2. Click on beside the cash account to edit
  3. Check or uncheck the Active box

  4. Click on to post the changes, click on to not post the changes.

Mass Add Accounts

The Mass Add function may be used to copy all appropriation, expenditure, and revenue accounts in a cash account to a new special cost center within that same fund.

  1. Using the filter row search for desired cash account
  2. Click on Image Addedwhen viewing the cash account.
  3. Enter the New SCC to be used on the accounts that will be added.

  4. Click on Image Added to add the new accounts.

Image Added

Delete Cash Account

The delete function may be used to delete any cash account that does not have any activity against it.

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