Difference between revisions of "Merge Accounts in General Ledger"
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* Double-click Administrative Tasks | * Double-click Administrative Tasks | ||
* Double-click Account Merge. You will see this screen: | * Double-click Account Merge. You will see this screen: | ||
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| + | [[File:Account Merge.jpg]] | ||
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| + | * In the "Dying account" field, select the GL account that you are merging '''FROM''' | ||
| + | * In the "Surviving account" field, select the GL account that you are merging '''TO''' | ||
| + | * When you click out of the Surviving account field, the system will update the New description field with the description of the surviving account. If you wish to change the description, you can do so by removing the existing description and typing a new one | ||
| + | * Click Start | ||
| + | * As the merge takes place, you will see information in the Merge Results area of the screen: | ||
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Revision as of 17:24, 28 September 2011
Can I merge accounts within the General Ledger?
Yes, you are able to merge accounts within the General Ledger. Before doing so, be absolutely sure that it is what you want to do, as the action cannot be undone.
- From the DDI Connect menu, double-click FundWriter
- Double-click Administrative Tasks
- Double-click Account Merge. You will see this screen:
- In the "Dying account" field, select the GL account that you are merging FROM
- In the "Surviving account" field, select the GL account that you are merging TO
- When you click out of the Surviving account field, the system will update the New description field with the description of the surviving account. If you wish to change the description, you can do so by removing the existing description and typing a new one
- Click Start
- As the merge takes place, you will see information in the Merge Results area of the screen:
