Steven Brock
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4 votes
Thank you for submitting the product idea!
1. Could you expand more upon the use case for this requested change?
a. What would be an instance where you only want to merge a specific prior fiscal year?
2. Where would you expect to select the fiscal year? Would a single account be merged at a time or multiple?
This idea will remain open for the Skyward Community to continue voting on and sharing their thoughts.
Thank you!
Erik O.
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6 votesSteven Brock
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1. Campus changed organization codes in 19-20 when it changed from intermediate to elementary. There was activity on budget codes with the intermediate org code in the current fiscal year, and an account merge was processed to correct it. Parameters were mistakenly set to all fiscal years instead of current year only. We would like to be able to correct the organization code on the accounts for all fiscal years prior to 19-20.
2. We would expect to have the fiscal year selection in all three options under "Account Merge." In our case, it would be multiple accounts.