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Prior to uploading the Chart of Accounts, any existing accounts in the system should be reviewed if Unanet was using these accounts prior to configuration of Financials.

Navigate to Admin > Setup > Accounts.

If any account numbers are already there at the point you are considering setting up your initial Chart of Accounts, the pre-existing account numbers should be changed to be the same as the parallel ones that you will be uploading. Otherwise, you will end up with two accounts that have been charged. For example, any Accounts Receivable that are still outstanding at Go-Live were charged to that old account. If you simply make that account inactive and upload a new account for Accounts Receivable, you will then have two accounts that AR has been booked against. To avoid this, review the accounts and make them the same.

Additional Information

Help Docs - Accounts

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