Amending Accounting Lines


Determining Which Option to Choose

1

"Amend Accounting Lines Only" may only be used when no payments have been made against the line item and are the only change you want to make.

2

When there have been payments against the line item you may only use "Amend"

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1

After choosing between "Amend Accounting Line Only" and "Amend" describe what changes you intend to make.

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Amending Accounting Line Only

1

Find the line of the account you want to update and amend it as needed

2

Save

3

Calculate

4

Submit

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1

The fiscal officer and contract manager will review and approve.

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Amend Option

Switch To

(Repeat on all lines as needed if there are multiple items that need to be updated.)

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1

Find the lines of the items you want to amend, and reduce the unit cost to the amount paid. The unit cost equals the amount paid pretax.

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Add a new line item for the difference of the remaining encumbrance.

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Repeat as needed if there are multiple items that need to be changed.

2

Save

3

Calculate

4

Submit

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1

The fiscal officer and contract manager will review and approve.

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