Assigning Accounting Codes
allows Agency Accounting Administrators to find and assign accounts to employees.
To Add Accounting to Employee:
- Select from the Account Management Menu to assign accounting codes to an employee. The Account Access Management page is displayed.
- Complete the fields as instructed below. Users can search using last name, email address, or SSN .
Field
Instruction
First name
Optional
Enter at least one letter of the employee's first name.
Last name
Enter at least two letters of the employee's last name.
Email Address
Enter the employee's email address.
Enter the employee's SSN .
Inactive
Check this box to include inactive employees in the search.
- Click . The Account Access Management page is displayed with the search results.
- Select the applicable employee. The Account Access Management page is displayed with the selected employee.
- Click .The Edit Account Access page is displayed.
- Enter the Accounting Code in the Value field. Check the Exact Match box, if applicable.
- Click . The Account Access Management page is displayed with the new accounting code listed.
See Also |