Reclass Transactions

Written by Nick Miles

Last published at: January 8th, 2019

Use the Reclass feature to move transactions from one General Ledger account to another. 

  1. Navigate to General Ledger from the Home page.
  2. In the Show Transactions window:
    • Enter your desired search criteria.
    • Click Show.
  3. Select Reclass from the left-side menu.
  4. In the Reclass Transactions window:
    • Click the box next to each transaction that you want to reclass.
    • Click Next.
    • Select the first drop-down box under To Account and select which account you want to reclass to.
      • If more detail is needed, you can select individual accounts for each line item.
    • Click Do Reclass and the system will automatically create Journal Entries for the reclassed transactions.

Note:

  • The Reclass feature will reclass to the original transaction date, not the current date. 
  • The Reclass feature will update the associated Journal Entry, but will not update the Voucher.