Assigning codes to multiple accounts

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Accounting CS enables you to assign Account Classification, M-3 codes, Tax codes, or Units to multiple accounts at the same time in the Chart of Accounts screen.

When transferring data to a tax application, a unit can be used to designate the input screen location for multiple-unit entities. For example, if you are transferring utilities expenses for a farm to the UltraTax CS Farm input screen and the tax code for the first unit's utilities is 632 and the unit is 1, you would transfer the second unit's utilities with a tax code of 632 and unit of 2.
  1. From the Setup > Chart of Accounts screen, choose Edit > Edit Multiple Accounts.
  2. In the Edit Multiple Accounts dialog, select Assign Codes from the Information to edit field and then click Enter to open the Assign Codes dialog.
  3. By default, the Chart of Accounts grid includes only active accounts for the selected client, but you can mark the Include inactive checkbox to include all accounts.
  4. To assign the same value for the, Account Classification, M-3 code, Tax code, or Unit to all accounts in the grid, select the item to edit, enter the value to use, and click the Assign button.
  5. To assign different Account Classifications, M-3 Codes, Tax codes, or Units to each account, update items one at a time directly in the grid.
  6. Click Enter and then click Done to apply the edits to the selected accounts.

Notes

  • Only those accounts that are currently displayed in the Accounts grid are updated when you click the Assign button to apply an update. This is also true when a filter is applied via the Filter field at the top of the dialog.
  • You can filter the accounts that are displayed in the General Information dialog by using the filter at the top of the dialog. For information about filtering data in screens, see the Searching and filtering data procedure.
  • Only those accounts that are currently displayed in the Accounts grid are updated when you click the Assign button to apply an update. This is also true when a filter is applied via the Filter field at the top of the dialog.

Related topics

Edit multiple accounts

Assign Codes dialog

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