Editing Accounts

From the Main Menu screen, click ACCOUNTS. The Browse Accounts screen appears.

Select Line Item to Work With

Select the line item you want to work with from the table.

Click

or double-click the line item. The Maintain Accounts screen appears.

Edit Account Details (Main Tab)

Use

to select the next line item up; use

to select the next line item down.

Click

to add another account.

Click

to inactivate the account.

Click

to search for another account on the Browse Accounts screen.

Click

again. The tab fields become available to work with.

Edit the account’s details, as necessary. (Available fields are the same as those on the third step of the Add Account Wizard.)

Check the enabled checkbox to reactivate the account.

Click to save your changes. Or, click to cancel all changes without saving.

View Fiscal Year Balances (Balance Tab)

To view fiscal year balances, select the Balance tab.

Use

to select the next period up; use

to select the next period down.

Click

to search for another account on the Browse Accounts screen.

To view the beginning balances and YTD balances of another fiscal year, select the year from the fiscal year drop-down list.

View Fiscal Year Balance Details (Details Tab)

To view fiscal year balance details, select the Details tab.

Use

to select the next detail entry up; use

to select the next detail entry down.

Click

to search for another account on the Browse Accounts screen.

To view the beginning balances and YTD balances of another fiscal year, select the year from the fiscal year

drop-down list.

To view the beginning balances and YTD balances of a specific fiscal period, select the period from the fiscal period drop-down list.

To view journal voucher information, click

and select “View Journal Voucher” from the menu that appears. The View Journal Voucher Information Wizard opens.

To view transaction details for a journal entry, click

and select “View Transaction Detail” from the menu that appears. The View Transaction Detail screen appears.

View Encumbrance Details (Encumbrance Tab)

To view encumbrance

details such as open date, PO number, description, module, and amount, select the Encumbrance tab.

Use

to select the next encumbrance entry up; use

to select the next encumbrance entry down.

Click

to search for another account on the Browse Accounts screen.

To view the encumbrance information of another fiscal year, select the year from the fiscal year drop-down list.

To view the encumbrance information of a specific fiscal period, select the period from the fiscal period drop-down list.

10.

When finished editing/viewing account details, click

to exit and return to the Main Menu screen.