Changing Transaction Codes

The Change Code Utility enables you to assign a new transaction code number to an existing transaction code.

This process may require significant time to run depending on the volume of financial data to be updated.

  1. From the Toolbox menu, select Utilities, select Transaction Management and then select Change Code.

  2. Property: Enter or select the property.

  3. Click New.
    1. Transaction Code: Select a transaction code the from list

    2. New Transaction Code: Enter a new (non-existing) transaction code.

  4. Click New to add another row.

  5. Click Delete to remove a row.
    1. Click Delete to confirm

  6. When ready to process, click Change Code.

  7. Update progress is indicated; click OK to close.

  8. Click Status to display progress.