Manage Munis GL Account X-Reference records

Owned by Knowledge Assistant
Last updated: Sept 21, 2021
Description of Issue

How to add Account X-Reference record between legacy GL and Munis GL Accounts.

Context
  • Cross-Reference Account, X-Reference, X-ref or Crosswalk
  • Configuration
Cause

Site is missing X-REF account record required for another Munis process to complete successfully

Resolution
  1. Browse Munis > Financials > General Ledger Menu > Miscellaneous Set Up > Account X-Reference
  2. Add
  3. Enter required fields 
    • Cross Reference Legacy Account Number
    • Munis GL Account Number
  4. Accept
Additional Information
  • Search or Browse feature can be used to review existing records.
  • Maybe a x-reference account but is incorrect. These records can be updated as needed.
  • Import Cross Reference Accounts