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1. Navigate to the Accounting section.

2. Select Activities.

3. Click on General Ledger Transfer. 

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4. In the Document Overview section, enter a document description. Additional text in the Explanation box is optional.

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5. Look up the Accounting Lines for the transaction(s) that you want to move. You can either enter an account number and object code combination or a document number.

6. Click Search.

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7. Transactions that have already been moved or re-coded cannot be selected. These will show a GLT Document Number. Results will show all matching general ledger entries:

   

8. Select the transaction(s) you would like to move.

9. Click Return Selected. Doing so will populate the FROM side of the Accounting Lines:

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   1. Click on the Scale icon

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      to perform a balance inquiry for this Accounting Line.

   2. Click on the Refresh icon

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      to refresh the Accounting Line.

   3. Click on the Copy icon

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      to copy the line to the TO side of the Accounting Lines.

   4. Click on the Delete icon

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      to delete the Accounting Line.

10. Click the COPY ALL button to copy all FROM lines into the TO Accounting Line. 

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    1. Click on the Split Accounting Lines icon

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       to split the TO Accounting Line into two lines. 

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    2. To add additional lines, click on the

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       icon again. 

11. Adjust the Accounting Line attributes including those for Account, Sub-Account, Object, Amount, etc.

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You will be prompted to select which attributes you would like to be copied down.

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