Searching for an Account

Use the following steps to override the account entered on a time entry request record.

1. On the previous page, click the Override button that corresponds to the Account field. The Override page appears with the employee's job information at the top of the page. You cannot change this information.

2. In the Override Form section, click the Search link to the right of the Account field to search for the account number to be assigned to the time record. The Select Account grid appears.

3. In the Account Year field, click the Drop Down List button to select the year to be used to filter the account list. The Find Account grid is populated with a list of accounts for that year.

4. Use the blank boxes at the top of the grid to search for an account by account number (box on left) or account description (box on right).

Press the Enter key to apply the filter to the account list. A list of accounts that meet the filter criteria will display.

5. Click the account number to be assigned to the time entry request record. The Override form displays the selected account number.

6. In the Comment field, type additional information about why the account number was changed. You can enter a maximum of 2,000 alphanumeric characters.

7. Click the Save button to update the time entry request record. The previous page will display.

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