Call Account to Unit Fund Migration
Purpose
Transfers
the Call Accounts
to Unit Fund Accounts,
and deletes the Call Account
Access
- Unit Fund | Migrate Call Accounts
Process
A Backup should always be taken before running this process
Field | Explanation |
Call Acct Type | [F2] to |
Unit Fund Acct Type | [F2] to The Unit Fund value of this Account Type will apply |
Reset Control Balance | Check this on to update the modules opening balance Note: If multiple Account Types are being migrated, this should only be completed after the final transfer |
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