New accounts unexpectedly included in YTD Budget Report
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 reportÂ
Context
YTD Budget ReportÂ
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 MasterÂ
Search for the account that needs to be modified and click Accept
Click UpdateÂ
Under Account Detail, click Account Type dropdown and select BalanceÂ
Click Accept to save changesÂ
Additional Information
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