The "New Revenue" option under the Accounts menu is used in creating and posting new revenue accounts. Selecting "New" will open a blank revenue account window that can be used to enter the
information for a new revenue account as displayed here:
The cursor will automatically be placed in the fund dimension field. Only selected fields are accessible when creating a revenue account (they are denoted with an asterisk below). The rest of the fields are calculated fields that aren't modifiable.
Click on "New Revenue" under the Accounts Menu
Enter "CHOIR - DUES & FEES" for the account description.
The PTD flag on the related cash account must be set to "Y" in order to track PTD receipts for the associated revenue accounts.
New Revenue Account Functions
The New Revenue Account function options appear at both the top and the bottom of the screen for easier access.
Click on "Accept" to add the revenue account.
The "Query Revenue" option under the Accounts menu allows you to search for revenue accounts that currently exist on the USAS system. It is necessary to first query a revenue account in order to do any of the following:
There is an indication above the query, indicating which fields work with wildcards
You may query by any of the following options:
After entering your search criteria, click on Find and it will display all revenue accounts matching the criteria entered. Along with the revenue account code, the corresponding description, receivable balance and receivable percent of the revenue account will be displayed. In order to select a specific revenue account, click on any of the account code dimensions or the description of a specific revenue account and it will display the detailed record of the revenue account.
Any of the column headings may be clicked on to change the order in which the revenue ac-counts are currently being displayed. By default, the accounts will be displayed Fund/SCC, Re-ceipt, Subject, OPU. Simply click on the column heading that you wish to have the revenue ac-counts sorted by. For example, to display by OPU, click on that column heading. The current listing of revenue account will then be sorted by the OPU.
Click on Query Revenue under the Accounts Menu
Revenue accounts that have been previously posted to the USAS system may be modified through the USASWEB application. In order to modify a revenue account, it must first be queried by selecting the "Query" option under the main Accounts menu. Please refer to the "Query Revenue Accounts" section for help on selecting revenue accounts to be queried. Once the account has been queried, it is selected by clicking on the account dimensions or description.
Next, click on the Modify button located under the Revenue Account Details. Once you have selected to modify, the revenue account record changes slightly. Only selected fields are opened and accessible for modifications.
Select revenue account 006 1890 0000 000000 000 from the query
The following fields are modifiable:
Use Accept to post the modifications made to the revenue account. Use the Cancel function to leave the account unchanged and return to the Query page.
Enter 2000.00 in the FTD Additions and MTD Additions fields.
The Clone feature may be used to load all information from an existing revenue account into a new revenue account. In order to clone a revenue account, the account must be queried using the "Query" option located under the main Accounts menu. Please refer to the "Query Revenue Accounts" section for help on selecting revenue accounts to be queried. Once the revenue account has been queried, it is selected by clicking on the account dimensions or description.
Click on Query Revenue under the Accounts menu.
Next, click on the Clone function. The only fields that will be copied to the new revenue account are the entire account code and description. The status will default to active and the rest of the fields will be left blank.
The account code and description must be edited to reflect the correct account code. If any further modifications or additions are to be made to the new revenue account, they may be done so prior to adding the revenue account. Use the Accept function to add the revenue account to the system. Use the Cancel function to cancel out of the account without adding it to the system.
Change the RECEIPT from 1524 to 1590.
The Delete function may be used to delete a revenue account.
It is important that you run the DELACT program prior to deleting an account. The DELACT program will list the revenue accounts that have no transactions associated with them, and therefore have all zero figures in them. If the revenue account shows up on DELACT, it is safe to delete the account in USASWEB.
In order to delete a revenue account, the account must be queried using the "Query" option located under the Query Revenue Accounts menu. Please refer to the "Query Revenue Accounts" section for help on selecting revenue accounts to be queried.
* Click on Query Revenue under the Accounts menu.
Next, click on the Delete button located under the Revenue Account Details. Once you have selected to delete, you will receive a pop-up box prompting you if you are sure you want to delete this revenue account.
Click on "OK" to delete the account and return to the Query page or click on "Cancel" to cancel out of the pop-up box.
* Select Delete to delete the account.*