Note: Only account numbers in the same fund, of the same account type, and defined with the same Yearly Post Accounts (if applicable) can be combined together.
From the General Ledger screen, select the Maintenance menu and then Chart of Accounts.
Note: If applicable, all the account numbers entered within the Crosswalk Account Numbers option must be posted in order to access the Combine Chart of Account Numbers option.
At the Chart of Accounts screen, select the Options menu and then Combine Chart of Account Numbers.
At the Combine Chart of Accounts Numbers screen, enter the account number to combine with another in the Combine field. If the account number is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature. The description of the selected account number will appear in the Combine Description field and cannot be changed.
Note: The account number entered in this field will no longer be a valid account number after the account numbers have been combined.
Enter the account number to combine with the first account number in the With field. If the account number is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature. The description of the selected account number will appear in the With Description field and cannot be changed.
Note: The account number entered in this field will remain valid after the account numbers have been combined.
After all the account numbers to combine have been entered, click the Execute button.
When prompted to combine the IDs, click Yes.
A message will appear when the process is completed; click OK.