Accounts

Buttons:

Active Grantors List/Grid.

Inactive  Grantors List/Grid Lookup - Reference, Name, Main Contact Name, Phone, Email.

Click Edit then Reactivate to move to Active List/Grid.

Suspended Grantors List/Grid - Lookup - Reference, Name, Main Contact Name, Phone, Email.

Click Edit then Reactivate to move to Active List/Grid.

Advanced Search

Filters Object - select from drop-down menu, Field - select from drop-down menu, Comparison - select from drop-down menu, Search Term - enter what you are searching for.

+to add more filters.

Results Fields Select field names to display from drop-down menu.

  Execute   to start the Search.

Export to Export Grid in XLS, CSV, TSV

Process:

This page displays all Active Grant Allocation Accounts. There is an option to view the Inactive Grant allocation Accounts as well as to do an advanced search, Export Data and add a new grant allocation account.

EDIT

To Change the GL Account, locate the Grant Allocation Account and click Edit and a new page opens. Select the new Account and click Save and a message will display the record was saved successfully.

ADD NEW ALLOCATION

To add a new allocation account click    +Add New Grant Allocation Account   and a new page opens. Select the GL account from the drop-down menu then click Save and a message displays The record was saved successfully.

TO DEACTIVATE

To deactivate Locate the Grant Allocation Account and click Edit. A New page will display, click   Deactivate   and a message will display Are you sure you wish to deactivate this grant allocation account? Click Cancel to return to the previous page or   Deactivate   to deactivate the account.