Chart of Accounts Basic Procedures

Editing Prior Years in Chart of Accounts

1. From the Chart of Accounts Master window, click View then select Edit Prior Year.

2. The Enter Closed Period Password dialog box opens. You must enter the Post to Closed Period Password to continue. Click OK.

3. In the Chart of Accounts Master window, Prior Year now appears in red on the left side of the window. You can now add or change chart of accounts. You cannot delete chart of accounts from a prior year. The category, subcategory, and budget figures for last year can be modified. If Carry Forward is changed on a prior year account, a warning message appears stating that the current year's account beginning balance will be reset. For more information on this window, see In the Chart of Accounts Master Window.