Editing an Existing Account

Staff can edit an existing account in the Account section of the Chart of Accounts page in Kuali Financial Systems (KFS). 

1. Navigate to Account.  

2. In the Account Lookup fields, enter any known information about the account you wish to edit.  

3. Click Search.  

4. Search results will appear. Click on the appropriate result.  

5. Click Edit.

6. Similar to the copy function, the screen will have old information on the left, and new information on the right. Make the desired changes.  

7. Click Submit.

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