Merge G/L Accounts

G/L – Month End – Merge G/L Accounts

The following is a simple example of how to merge one account into another, one for one.

Example of how to merge departments throughout the entire chart of accounts.

Example of how to merge PCS codes within a specific fund, branch, and department. Note that the PCS codes you’re merging into need to already exist. The accounts themselves do not have to exist if you have “Auto add accounts that don’t exist” checked.

Here’s another way of looking at it:

From				To
Existing Fund	Existing Branch	Existing Dept	Existing PCS	Proposed Fund	Proposed Branch	Proposed Dept	Proposed PCS
01	332	00	03100	01	332	00	03099
01	332	00	03200	01	332	00	03099
01	332	00	07610	01	332	00	07600
01	332	00	07620	01	332	00	07600

Example of how to merge departments for a specific fund, branch, and PCS. Note that the departments you’re merging into need to already exist. The accounts themselves do not have to exist if you have “Auto add accounts that don’t exist” checked.

Here’s another way of looking at it:

From				To
Existing Fund	Existing Branch	Existing Dept	Existing PCS	Proposed Fund	Proposed Branch	Proposed Dept	Proposed PCS
01	332	55	10000	01	332	00	10000
01	332	56	10000	01	332	00	10000