Versions Compared

Version Old Version 2 New Version 3
Changes made by

Knowledge Assistant

Knowledge Assistant

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleResolution
  1. Navigate to General Revenues > Accounts Receivable > Accounts Receivable Charge Codes
  2. Click Search and enter the Year, Code, and Category for the charge code.
  3. Click Accept
  4. Click the Accounts tab
  5. Click Update
  6. Enter new account information.
  7. Click Accept


Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleAdditional Information

For existing bills in the same fiscal year which include this charge code, the Update Bill Accounts tool must be used to write the updated account information to ALL existing bills within that fiscal year, using that charge code

For existing recurring invoices in the same fiscal year which include this charge code, the Update Invoices tool must be used to write the updated account information to ALL existing invoices within that fiscal year, using that charge code

...