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New accounts unexpectedly included in YTD Budget Report

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 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 

  1. Search for the account that needs to be modified and click Accept

  2. Click Update 

  3. Under Account Detail, click Account Type dropdown and select Balance 

  4. Click Accept to save changes 

Additional Information

 

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