Transaction Reclassification: Related Report and Inquiry Forms

In this topic, you can find the list of reports and inquiries that help you to collect information about project-related GL transactions that have been reclassified.

Note: If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.

Viewing the Reclassification History of a Transaction

You can view the reclassification history for a transaction on the Reclassification History (GL405000) form.

You can open this form by clicking the Reclassification History button in either of the following places:

On the form toolbar of the Account Details (GL404000) form for the transaction you have selected (if it has been reclassified)
On the table toolbar of the Journal Transactions (GL301000) form for the transaction you have selected in the GL batch, if it has the Reclassification type

You can reclassify only the last transaction in the list of transactions on the Reclassification History form by clicking Reclassify on the form toolbar.

Finding Reclassification Transactions for a Particular Account

On the Account Details (GL404000) form, to include in the list of entries the journal entries that have been reclassified for a selected GL account within the specified period, select the Include Reclassified check box in the Summary area. In the Reclass. Batch Number column, each of the reclassified entries has a link to the appropriate Reclassification transaction.

You can also view a list of transactions that include the reclassified journal entries by preparing the Transactions for Account (GL633500) or Transactions for Period (GL633000) report with the Include Reclassified Transactions check box selected.