Description of Issue
New fund and accounts were created, and when running the YTD Budget Report for that fund there are unexpected accounts showing on the report
Context
YTD Budget Report
Cause
Account(s) were created as revenue or expense type in Account Master when they should be balance
Resolution
The account type can be modified in Account Master.
Financials > General Ledger Menu > Set Up/Chart of Accounts > Account Master
- Search for the account that needs to be modified and click Accept
- Click Update
- Under Account Detail, click Account Type dropdown and select Balance
- Click Accept to save changes
Additional Information
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