SB Express Help Center

How do I update my BARS accounts?


Make changes to BARS Accounts based on Alerts & Changes in SAO's BARS Cash Manual

1.   Go to Transactions > Chart Of Accounts > Setting Cog > Change BARS Code

2.   Settings Cog

3.   Confirm the Year

4.   Enter the Current BARS Code

5.    Enter Change To BARS code

6.     Check Assign Alias  This will tie the new BARS code to the old   BARS code from prior years to make year-over-year trend reports easier to read.

  • Be very careful if the the Combine Accounts box lights up.  Combining Accounts can not be undone.  If a new bars code is needed and not an existing one, check the Change To BARS number.

7.   Click Change

Congratulations, you are done!
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