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finance:utilities:fiscalyearprocessing:createnewaccountsbyfund

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finance:utilities:fiscalyearprocessing:createnewaccountsbyfund [2017/08/15 14:58] emorenofinance:utilities:fiscalyearprocessing:createnewaccountsbyfund [2022/08/02 16:20] (current) emoreno
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 ^Transaction Date|{{page>general:trans_date}}| ^Transaction Date|{{page>general:trans_date}}|
  
-All available from funds are displayed on the left side of the page. Select the funds under **From Fiscal Year** to move under **To Fiscal Year**.+All available from funds are displayed under **From Fiscal Year**. 
  
-{{page>general:fourarrowbuttons}}+VCV Select the check box next to the fund(s) you want to move to the **To Fiscal Year** column.
  
-^1-8|Select the class(es) to include with each fund/year. Select the class field in the header to select or clear the class for all of the selected funds.| +VCV Use the following buttons to move the selected fund/years to the right side of the page
-^Carry Forward Totals| Select for each fund/year to carry current fund totals forward to the new fund/year. Only the totals for account classes 1, 2, and 3 are carried forward. Totals for account classes 4, 5, 6, 7, and 8 are set to zero. Select the **Carry Forward Totals** field in the header to select or clear the **Carry Forward Totals** field for all of the selected funds.|+
  
  
-Process|+{{page>general:fourarrowbuttons}}
  
 +^1-8|Select the class(es) to include with each fund/year. Select the class field in the header to select or clear the class for all of the selected funds.|
 +^Carry Forward Totals| Select for each fund/year to carry current fund totals forward to the new fund/year. Only the totals for account classes 1, 2, and 3 are carried forward. Totals for account classes 4, 5, 6, 7, and 8 are set to zero. Select the **Carry Forward Totals** field in the header to select or clear the **Carry Forward Totals** field for all of the selected funds.|
  
  
 +{{page>general:execute_create_new_accts_by_fund}}
  
 +{{page>general:mass_change_acct_code_fundyr}} 
  
-^Execute|++Execute the process.|{{page>general:execute_create_new_accts_by_fund}}++| +VCV Click **Cancel** to cancel the process.
-^Process|++Process the changes.|{{page>general:mass_change_acct_code_fundyr}}++|  +
-^Cancel|Click to return to the Fund/Year tab without making changes.|+
  
  
finance/utilities/fiscalyearprocessing/createnewaccountsbyfund.1502809090.txt.gz · Last modified: 2017/08/15 09:58 (external edit)