[Mail_treas] Tip for Clone/Mass Add New Grant Accounts for FY25

[Ashley May]

Good Afternoon and Happy Friday!

Today I was discussing the best way to clone/mass add Grant Accounts for the up-coming FY25 where the SCC is changing for the accounts with a district and I wanted to share this with all!

If you have a grant accounts lets say with a cash account of 572-9024 and next year you need to move all accounts that roll up to the cash account to a fund/scc of 572-9025 then there is a really quick option you can use under your accounts grid.

https://mcoecn.atlassian.net/wiki/spaces/usasrdoc/pages/3573034/Accounts#Accounts-MassAddAccounts

  1.  Go to the accounts grid under the core menu and click over to the cash tab, filter/locate your grant account you need to change the SCC for
  2.  Click on [cid:image002.png at 01DAB8E9.10666E10]  to view a particular cash account.
  3.  Click on [cid:image003.png at 01DAB8E9.10666E10] when viewing the cash account. (This will copy all appropriation, expenditure, and revenue accounts in a cash account to a new special cost center within that same fund)
  4.  Enter the New SCC to be used on the accounts that will be added.
  5.  Click on [cid:image004.png at 01DAB8E9.10666E10]  to add the new accounts.
[cid:image005.png at 01DAB8E9.10666E10]
Important Notes:

  *   Mass Add is only available on funds with a special cost center of 9000 or greater.
  *   The new fund and special cost center combination must not exist.
  *   Both the original and new Fund-SCC must have a special cost center of 9000 or greater.

Thank you!
Ashley May
Fiscal Software Support
Miami Valley Educational Computer Association
937-767-1468  x3121
[cid:image001.jpg at 01DAB8E8.E4E8B3B0]<http://www.mveca.org/>

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