Frequently Asked Questions

Setting up a New Account
Please submit a new account request form. The form has detailed instructions on how to fill out the request form. Once completed the form can be emailed to
Changes to Existing Accounts
An individual with signature authority is authorized to update accounts (ie. Responsible person, support account transactions, and other fields that needed to be updated in order to process various transaction.) Please send a request to
Allow Support Account Transactions
Verify on screen 6 that the SA transactions flag for expense actual and budge is set to “B”. If not the individual with signature authority for the department may request that the account be updated to allow support account transactions. Please send a request to
Deleting Accounts/Support Accounts
In order to delete an account the main account must have the following:
  1. No support accounts are linked, if there are any support accounts established, the department will need have those deleted on screen 54.
  2. The main has to have a zero balance.