From the General Ledger screen, select the Maintenance menu and then Received Froms.
At the Received Froms screen, enter the ID of the received from to change in the Received From ID field. If the ID is not known, click the down-arrow button or the Find button to select the correct one.
Note: If the ID entered in the field is for an entity not currently flagged with the entity role of Received From, a prompt will appear asking if the Received From role should be added; click Yes to make the entity a received from.
Make the desired changes to the received from.
To change the country for where the received from is located in the Country field, do one of the following: 1) click the down-arrow button for the State/Province field (or press the Ctrl+F keys to access the search feature), change the filters for the Country Code, and then select the appropriate state or province within the desired country; or 2) delete the information in the State/Province field, change the Country field as needed, and then complete the State/Province field again.
For the account number(s) in the Receipt Accounts List, complete the blank line (indicated with an asterisk) at the bottom of the list to add a new account number, or click the Delete button located to the left of the desired account number to delete one (when prompted to delete it, click Yes).
After all the changes have been made, click the Save button.
If the ID for the received from was changed, a prompt will appear verifying whether or not to change the ID or add a new one. To change the ID for the received from, click the Change button. To not change the ID and revert to use the original ID, click the Revert to Original button. To add a new received from with the specified ID that is a duplicate of the current received from, click the Create New button.
Note: If the ID was changed (by clicking the Change button) and the received from is also defined with the entity role of Employee, the system will check to see if the particular employee is tied to a user in the User Security option in which the User ID matches the Employee ID, and if so, a prompt will appear stating the received from is also an employee and there is a User ID tied to the employee; if you are a supervisor, click Yes to also change the User ID to match the updated Employee ID (or click No to leave the User ID as is), or if you are not a supervisor, click OK and then notify a supervisor to update the User ID within the User Security option.