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<< Click to Display Table of Contents >> Navigation: Utilities > Company-wide Changes |
The following utilities are available under Company-wide changes:
This utility is used to change the account number on posted entries in the General Ledger system to another account number. Enter the old account number to change from and the new account number to change to, then select Start Change.
NOTES: •Option is a company wide change not a global change. Therefore, change must be repeated for separate companies. •If file sharing it must be run on the parent (primary) company. The Utility will change all of the children companies and then the parent company last. Make sure everyone is out of all companies while this is running! •Accounts marked as exemptions or overhead on the DOI can be changed using this utility. •Make sure all entries are posted before using this option! •This utility will NOT change invoices or bank reconciliation information. It will change the summary and budget information for an account, and all detail previously entered. |
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Sub-Account |
See Sub-Account for an expanded explanation. |
This utility is used to change the account and/or Sub-Account number on posted entries in the general ledger system. This is a good utility to merge two Sub-Accounts into one. Enter the old account and Sub-Account number to change from and the new account and Sub-Account number to change to, then select Start Change.
NOTES: •Make sure all entries are posted before using this option! •This is a company wide change not a global change. Therefore, change must be repeated for separate companies. •If file sharing it must be run on the parent (primary) company. The Utility will change all of the children companies and then the parent company last. Make sure everyone is out of all companies while this is running! •This utility will NOT change invoices from the Invoicing module. •It WILL change the summary and budget information for an account/sub, and all detail previously entered, GL bank reconciliation check history, Rev/Bill DOI, Rev/Bill Suspense, and Rev/Bill check history. •When a mass owner number change is initiated, the Suspense Change Log will be changed as well. |
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Deck Number |
Enter the old Property # and Deck # to change from and the new Deck # to change to, then select Start Change. |
Journal |
In the New Journal column, find the row for the journal you would like to change, then enter in the new journal you would like to change to, select Do Change. |
Bank Code |
In the New Bank Code column, find the row for the bank code you would like to change, then enter in the new bank code you would like to change to, select Do Change. |
AFE Number |
Enter the old Property # and AFE # to change from and the new AFE # to change to, then select Start Change. |
Sub-Table |
Enter the old Sut-Table to change from and the new Sub-Table to change to, then select OK. |
•Deck Number - Ability to change a deck number associated with a property to a new Deck number and will update all accounting detail, decks, AFE's, etc. This utility is not recommended to be used to combine two different decks.
•Journal - Ability to change a journal number to a new number
•Bank Code - Ability to change a bank code to a new bank code
•Tax Authority - Ability to change a tax authority to a new tax authority
•AFE Number - Utility to merge AFE numbers. This utility will change the AFE master/detail as well as the transactional detail, both posted and unposted. If there is an open cycle that is locked by the user trying to make the AFE change, you will have the option to cancel the cycle.
•Sub-Table - This is a Sub-Table change utility that allows for an old Sub-Table to be changed to a new one without having to set up a new Sub-Table, import all the values from an existing Sub-Table to the new one, manually change the account master, and then delete the old Sub-Table. This utility takes care of all of these tasks for you.