CNA L&P - Accounts: Shortcut number (Can it be changed?)

This article will provide basic information about short-cut codes.

 Short-cuts are like an "alias" or "nickname" for an account. They provide an easy reference number for data entry. To be useful, shortcut numbers must have a logical connection to the long account code.  Shortcut numbers can be a combination of alpha-numeric characters and are limited to 20 characters.

For example:

Long account code:I-1-2-55-66

Shortcut code:1255.66P

Sometimes users determine that their short-cut codes do NOT have a logical connection to the long account code and want to change the shortcut number.  How can you do that?  If you have permission in the system to edit accounts, you simply go to the Accounts screen, find the account you want to edit, and change the short-cut.  You cannot use a short-cut code twice. Click Submit to save your changes.

ConnectNow Accounting has a UIC (unique identifying code) for each account that is invisible to users. The UIC allows users to make changes to the Accounts screen without losing the transactions posted to the account. 

For instance, you have a shortcut code 257 that you want to change to 257.00P. Account 257 has a $2,083 balance which is comprised of 7 transactions, when you change the shortcut code to 257.00P, the $2,083 balance and the 7 transactions will be in the new shortcut/account.

Original shortcut and related transactions:

New shortcut and related transactions:

 

 

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