Mass Change Bank Account Group by Fund - FIN6600
Finance > Utilities > Fiscal Year Processing > Mass Change Bank Account Group by Fund
This page is used to update the fund years for bank account groups in preparation for end-of-year processing. This utility enables you to select multiple funds/years and increment the year by one for each selected fund. This utility only mass changes the fund years for the logged-on file ID.
Note: The next year fund/fiscal year must exist in the Finance Account Codes/Fund table, and an account code with class 1XXX related to this fund/fiscal year must exist in the chart of accounts before processing the Mass Change Bank Account Group by Fund utility.
Mass change bank account groups:
| Field | Description |
|---|---|
| Bank Acct Group | Click  to select the bank account group for which you want to mass change funds. A list of the selected bank account group's associated fund/years is displayed. If you select another bank account group from the drop down, click Refresh Bank Acct Group to refresh the list of fund/years. |
All available fund/year codes are displayed on the left side of the page.
❏ Select the fund/year codes.
❏ Use the following buttons to move the selected fund/years to the right side of the page.
- Click to move selected entries from the left side to the right side of the page.
- Click to move all entries from the left side to the right side of the page.
- Click to move selected entries from the right side to the left side of the page.
- Click to move all entries from the right side to the left side of the page.
❏ Click Execute to execute the process.
- If any errors are encountered, an error report is displayed.
- If there are no errors, the Change Bank Account Group by Fund Report is displayed. Review the report.
- Click Process to proceed and complete the mass change process for items with a Y in the Process column. Items with an N in the Process column cannot be processed; the process is canceled if the Process button is clicked. You are prompted to create a backup.
A message is displayed indicating that the process was completed successfully. Click OK.
❏ Click Cancel to return to the Mass Change Bank Account Group by Fund page without making changes.