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Assigning Accounting Codes

Account Assignment allows Agency Accounting Administrators to find and assign accounts to employees.

To Add Accounting to Employee:

  1. Select Account Assignment from the Account Management Menu to assign accounting codes to an employee. The Account Access Management page is displayed.

    Account Access Management Page

  2. 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.

    SSN

    Enter the employee's SSN.

    Inactive

    Check this box to include inactive employees in the search.

  3. Click Search. The Account Access Management page is displayed with the search results.

    Account Access Management Page - Search Results

  4. Select the applicable employee. The Account Access Management page is displayed with the selected employee.

    Account Access Management Page - Selected Employee

  5. Click Add.The Edit Account Access page is displayed.

    Edit Account Access Page

  6. Enter the Accounting Code in the Value field. Check the Exact Match box, if applicable.
  7. Click Save. The Account Access Management page is displayed with the new accounting code listed.

    Account Access Management - Account Added

See Also

Account Management

Finding Accounting Codes