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Step 2: Process an Account Document
INTRO 1 2
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What to do |
How to do it |
| A. |
Start the Account Document |
- Select the Account document from the GL/COA Maintenance documents.
- Enter a tracking number in the Tracking Num field (optional, but this text appears on Decision Support reports).
- Enter a Description in the header area (this text will appear on Decision Support reports and can be used in a document search).
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| B. |
Enter the Account Number |
- Enter your COA and tab to the next field.
- Enter your existing 7-character account, and tab out of the field.
You should receive the following message:
Do you want to modify account XXXXXXX?
- Do not proceed unless you are sure this account belongs to your organization. Click Yes to proceed with the document.
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| C. |
Finish the Document |
- Click on the Copy button located in the middle of the document.
- Enter an expiration date. Use today's date if you want the account to expire immediately.
- If you would like to indicate a continuation account, enter that information in the Continuation COA and Continuation Account fields.
- Click OK to complete and approve the document.
- Your document will then route to the account manager and any existing review hierarchies for approval.
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