How to Copy Charge Codes to New Fiscal Year
- Knowledge Assistant
- Assistance duplicating AR charge codes
- Can't use Charge Code
- Copy Charge Codes for new yearÂ
- Duplicate Charge Codes
- Charge Codes don't work today
- Cannot make payments in new year
- Cannot create bills in new year
- Year End
- New Year
- Accounts Receivable Charge Codes
- Copy or Duplicate Charge Codes
Sites may see messages or errors where Munis cannot find the charge codes or there may not be charge codes available for selection when taking payments.
To resolve this issue, charge codes need to be created for the new fiscal year.
- Navigate to General Revenues>Accounts Receivables>Setup>Accounts Receivable Charge Codes
- Click Duplicate or Copy (Mass Update in higher versions)
- Choose the A/R Category
- Enter Model Year (Year that you will be copying from)
- Enter Target Year (Year that you will be copying to)
- Option (not common): check Reset Cash Account to reset the cash account of the charge codes being copied to the default cash account from the AR Code.
- Option (not common):Â check Copy Current Charges to only copy the charge codes that were in the previous screen find set.
- Press Enter or click Accept
- Click Ok to confirm the copy
- Click Yes to the are you sure prompt
- Click Ok to confirm the records created successfully
Copy Current Charges: this feature allows for copying forward only a specific find set (the search results from the previous screen), rather than copying forward the entire AR category by default.
Reset Cash Accounts: this feature allows for pushing any updated cash accounts from the AR codes to the newly created charge codes. Pushing these changes while copying charge codes forward is a convenience--newly entered cash accounts on AR codes can be cascaded to underlying charge codes at any point from the AR Codes program.