New Feature: Close Multiple Accounts with One Doc

Sent to the KFS-Update mailing list on June 18, 2018

The KFS Team added a new field to the Account Global document this weekend that allows users to close multiple accounts in a single document. To use this feature, prepare an Account Global document as usual and check the new "Closed Ind" field. When the document is processed, the Closed Indicator will be set for all of the accounts pulled into the document.

Closed indicator field shown along with required Account Expiration Date, Continuation COA Code, and Continuation Account Number fields.

When using this new feature, Chart of Accounts maintenance users should be aware that the accounts being closed must have an Expiration Date, Continuation COA Code, and Continuation Account. If they do not, these fields need to be populated in the Account Global e-document. See the picture above for the relevant fields. Please also note that all of the accounts must have an available balance of $0.

For questions about this update, contact Victor Cesario, Chart of Accounts Manager.

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