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titleDescription of Issue

Need to update the GL accounts Accounts associated with charge codea Charge Code.


Munis
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titleContext
  • Accounts Receivable
  • General Billing
  • Property Tax Billing
  • Community Development 
  • Utility Billing
  • Accounts Receivable Charge Codes (archgmnt)
  • Update Bill Accounts


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titleCause

InformationalThe GL Accounts on a Charge Code need to be updated.


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titleResolution
For existing bills in the same fiscal year which include this charge code,
  1. Navigate to the Accounts Receivable Charge Codes program either by searching or via the following path: General or Property Revenues > Accounts Receivable > Setup > Accounts Receivable Charge Codes
  2. Click Search and enter .
  3. Enter the Year, Code, and Category for the charge codeCharge Code.
  4. Click Accept.
  5. Click Select the Accounts tab.
  6. Click Update.
  7. Enter the desired new account information(s).
  8. Click Accept
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  1. .
    1. IMPORTANT: If it is desired that the GL Accounts also be updated on bills for the same year that use this Charge Code, then the Update Bill Accounts
tool
    1. function must be
used to write the updated account information to ALL existing bills within that fiscal year, using that charge codeFor 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
    1. run. If the Update Bill Accounts function is not run, then activity entered against bills created prior to the GL Accounts being updated on the Charge Code will continue to make use of the old GL Accounts. For all resources on the Update Bill Accounts function, including how to run it, please see the following collection of articles: Master Article - Update Bill Accounts in Charges Codes program
      1. Similarly, to update Recurring Invoices that utilize the Charge Code, run the Update Invoices function. Please see this article for more information: How to Mass Update Charge Code Changes to Recurring Invoices


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titleAdditional Information

Additional resources for working in the Charge Codes program can be found here: Master Article - Charge Codes