Corporate ID Maintenance
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Screen ID: Screen Title: Panel Number: |
UGLMAC-01 Corporate ID Maintenance UGLMAC-01 |
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Access this screen by selecting Tool #1784 Corporate ID Maintenance
CAUTION: This tool is generally used for setup after an initial conversion, done under the guidance of a Client Services or Conversions representative. Please contact your data processor before making any changes to these screens.
This tool is used to maintain corporation information. Most credit unions use just one chart of accounts, however, a separate set of books can be maintained for any subsidiary companies managed by your credit union. Because this tool requires branch/location numbers to be entered, branches are generally configured first. Click here for details on setting up branch/location numbers.
To begin, use Add Corporation (F6) or select a corporation to Edit on the following screen.
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NOTE: The address entered using this tool is the address used by tax processing.
Functions
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Function |
Description |
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Suspend |
Use this to suspend a corporation so that journal activity cannot occur. G/L account balances will remain intact. Suspended corporations are highlighted in yellow - to reactivate a corporation, select the corp and Edit, then use Enter to reactivate (no further processing can take place until you reactivate the corporation). |
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Delete |
This is used to delete a corporation.
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