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Copying/Assigning Personal GL Codes

As an Enterprise Controller you can assign the personal GL codes of one Account Holder to another, by copying/assigning their personal GL codes.

To copy/assign a personal GL code:

1. Select the Admin tab then select the Personal GL Codes option from the left-hand side of the page;

2. From the Personal GL Codes page, enter a Surname of the user and/or Select Admin Ctr. from the drop-down list;

3. Click Search;

4. From the Personal GL Codes list, click the Assign GL Code to other users icon associated with the GL code to be copied/assigned;

5. From the Copy GL Code to following User(s) section, enter a Surname of the user and/or Select Admin Ctr. from the drop-down list;

6. Click Search;

7. From the resulting list, activate the Select flags of the users to copy/assign the personal GL code to;

8. Click Assign.

The assigned Personal GL Codes will replace the existing codes if the Description matches.

Caution:

A personal GL code will overwrite the entire GL string, even if only a single segment is defined.

See also:

Creating Personal GL Codes

Modifying Personal GL Codes

Deleting Personal GL Codes

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