Where to add, inactive or close accounts

Owned by Knowledge Assistant
Jun 15, 2022
1 min read



Description of Issue

Where do I inactive an account?



Context

  • Account

  • Status

  • Account Master



Cause




Resolution

MUNIS > Financials > General Ledger Menu > Set Up Chart of Accounts > Account Master


To add:

Click Add

Enter Org, Obj, Project or Segments

Verify and update all other fields as needed

Click Accept


To Inactive or Close:

Click Search

Type in the Org, Obj, Project or Segments 

Click Accept

Click Update

Change Status as needed

Click Accept



Additional Information