Edit a Security Level Expense

Owned by Nancy Cohn (Deactivated)
Last updated: Mar 07, 2024
1 min read

In the Edit Security Level Expense panel, you can change accrual parameters for security level expenses. You can change the Tier ID for a security level expense. However, you cannot change the security for a security level expense. If you selected the wrong security when you created the security level expense, you must close the original security level expense and then create a new security level expense. 

To edit a security level expense:

  1. In Accounting Center, in the left navigation pane, click Setup > Expense > Security Level Expense > Edit Security Level Expense.
    You see the Edit Security Level Expense panel.

  2. Specify the criteria to select the security level expense that you want to edit.
    For example, you can identify the entity/accounting basis, share class, expense account name, and security for the expense you want to edit. After you select an expense, the remaining fields display the information for that expense.

  3. In the Effective Date field, specify the date your changes become effective. 

  4. Complete the remaining options in the Edit Security Level Expense panel.

  5. Click Submit.