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SB Express Help Center / Annual Report / Annual Reporting

How do I update the beginning/ending BARS codes?

Updated Mar 24, 2022

SAO Changes to Beginning and Ending BARS Codes

Beginning with the 2020 reporting year, the Washington State Auditors Office has changed the prescribed beginning and ending BARS codes. These changes may require significant analysis of underlying information.

For more information on new codes go to...

https://sao.wa.gov/bars_cash/accounting/accounting-principles-and-internal-control/beginning-and-ending-cash-and-investments-classifications/

SAO_Changes_to_Beginning_and_Ending_BARS_Code.docx

If assistance is needed beyond the mechanics of changing the BARS code in Springbrook Express, please submit a Help Desk question to the State Auditors Office or contact us for a professional services quote.

Change existing 308 BARS codes

All existing 308.10/80 and 508.10/80 BARS codes are not acceptable in 2020 and need to be changed to:

308.21/508.21, 308.31/508.31, 308.41/508.41, 308.51/508.51, or 308.91/508.91

Have I changed existing 308 BARS Codes?

For each existing 308.80/10 BARS code, pick a new 308.91/51/41/31/21 BARS code to change to.

Use change BARS Code tool to update existing BARS codes.

Go to Transactions > Chart of Accounts > Settings. Click "Change BARS Code"

Please note all videos are visual only, no audio is included.

Click on > to expand instructions.

1. Change Year to 2020 to 2021.

2. Select existing 308 BARS code

3. Add new 308 BARS code

All 308.10/80 BARS codes need to be changed to 308.91/51/41/31/21. Review SAO guidance to determine which new code is appropriate.

4. Check "Assign Alias"

5. Click "Change"

Do new 308 BARS codes need to be added?

New 308 BARS codes may need to be added to appropriately define all beginning balance amounts. Please review SAO guidance to determine if additional BARS codes are needed.

Add new 308 BARS Codes in 2020

Go to Transactions > Chart of Accounts > Line View

Click on > to expand instructions.

1. Click "Add New"

2. Add new 308 BARS code

All 308.10/80 BARS codes need to be changed to 308.91/51/41/31/21. Review SAO guidance to determine which new code is appropriate.

Re-run 2021 New Year Setup

Re-run 2021 New Year setup to carry over new BARS codes from 2020 to 2021.

Click on > to expand instructions.

1. Go to Transactions>Chart of Accounts>Settings>New Year Setup

2. Change "For Tax Year" to 2021

3. Check "Save Existing Budget"

4. Click "Run"

Update 2020 beginning balance transaction

Go to Transactions > General Ledger > Locate beginning balance transaction

Click on > to expand instructions.

1. Click edit

2. Click "add new"

3. Add new BARS code and beginning 2020 amount

4. Modify or delete existing BARS code and amount

To balance the beginning balance transaction, the amount added in the previous step, must be subtracted from a current BARS code in the beginning balance transaction.

The beginning balance transaction must be modified in some form to balance the transaction.