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WRITERS NOTE: how do you use the Edit Data option in Core Transfers View? Are you supposed to select to populate My Transfers view? What does the SAVE Data option do? Save everything in view back to Core Transfers view? If you cannot rename transfer category values, you can add a row but cannot rename when you save back to Core Transfers. Is backups and saving more involved? |
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To edit ledger transfer profile information in the My Transfers view:
- In Accounting Center, in the left navigation pane, click Setup > Ledger > Ledger Profiles > Ledger Item Editor.
You see the Ledger Item Editor workspace, with the Core Ledger view displayed by default. - In the View area, click My Transfers.
You see the Current User DB Ledger Transfers Editor page. The left grid shows the each transfer category for the target account to which you are transferring the ledger balances, along with the offset account. The right grid shows the source accounts to close out at year end for the selected transfer category/target account row. - In the left grid, click the row for any Transfer Category/Target Account grouping with mappings that you want to view.
In the right grid, you see the source accounts, or source ranges, for the selected Transfer Category/Target Account grouping. - While you are editing ledger transfer profile information, you can:
- Add a transfer category with target and offset accounts
- Edit a transfer category/target account/offset account grouping
- Delete a transfer category/target account/offset account grouping
- Add source accounts
- Edit source accounts
- Delete source accounts
- Select a consecutive range of source accounts - After you complete all the edits to the ledger transfer profile, you perform these additional tasks, including:
- Save the ledger transfer profile data so it appears in the Core Ledger view
- Refresh the cache memory
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