Inquire on or Modify Accounting Treatments


Concept

In this topic, you will learn how to inquire on or modify accounting treatments.


Steps:

  1. Click the Accounting Treatment Maintenance menu item to begin the process of inquiring on or modifying accounting treatments.

    Step 1
  2. You may search for treatments using any single field or combination of fields.  This example will focus on searching by ACCS Year.

    Step 2
  3. Click the button to the right of the ACCS Year field to display the choices for ACCS Year.

    Step 3
  4. Select the CU-Current Year list item for this example.

    Step 4
  5. Click the Search button to search for the treatments which meet the criteria.

    Step 5
  6. Click the Vertical scrollbar to scroll down and view the search results.

    Step 6
  7. The system displays the accounting treatments by Transaction Type.  You may also see the Award Type, Fund Type, general ACCS information and Effective Dates.

     

    You may click on the Transaction Type link for each accounting treatment to view the details.

    Step 7
  8. Click the Vertical scrollbar to scroll down further.

    Step 8
  9. For this example, click the general (no specific award type) DD-Draw Down link to view the details.

    Step 9
  10. The system displays the general information about the treatment as well as the GL Accounts.

     

    Click the Vertical scrollbar to scroll down.

    Step 10
  11. Note:  You may view the history of the accounts by clicking the View History button.

    Step 11
  12. Click the Cancel Inquire button to return to the search screen.

    Step 12
  13. Note:  If you would like to review additional accounting treatments, you may scroll down and select another to view or perform a new search.

    Step 13
  14. Click the Home menu to return to the My Home Page screen.

    Step 14

Congratulations!

 

You have successfully inquired on or modified accounting treatments.