How to Copy Charge Codes to New Fiscal Year

Assistance duplicating AR charge codes

Cant use Charge Code

Copy Charge Codes

Duplicate Charge Codes

Charge Codes don't work today

Cannot make payments

Cannot create bills

• Munis
• Accounts Receivable Charge Codes
• Copy or Duplicate Charge Codes

Sites may see messages or errors where Munis cannot find the charge codes or there may not be charge codes available for selection when taking payments.

To resolve this issue, charge codes need to be created for the new fiscal year.

1. Navigate to General Revenues>Accounts Receivables>Setup>Accounts Receivable Charge Codes
2. Click Duplicate or Copy
3. Choose the A/R Category
4. Enter Model Year (Year that you will be copying from)
5. Enter Target Year (Year that you will be copying to)
6. Option: check Reset Cash Account to reset the cash account of the charge codes being copied to the default cash account from the Categories AR Code.
7. Option: check Copy Current Charges to only copy the charge codes that were in the previous screen find set.
8. Press Enter or click Accept
9. Click Ok to confirm the copy
10. Click Yes to the are you sure prompt
11. Click Ok to confirm the records created successfully