Duplicate Account Identification and Removal

Duplicate Account Identification and Removal

See attached document for complete details. 

The attached document outlines the process for identifying duplicate accounts, disassociating related contracts and merging with main account, and removing or inactivating the duplicate accounts. 
    • Related Articles

    • Account Status Field in Account Work Queues

      When I bring up an Account work queue, the Account Status is either blank, “Approved” or “Active”. What do each of these mean and how does it get changed? Does “Active” indicate that the account is attached to a contract? The Account Status is set on ...
    • Understanding Account Status

      Question: When I bring up the “All Accounts” work queue and look at the Account Status, the field is either blank, “Approved” or “Active”.  What does each of these mean and how does it get changed?  Does Active indicate that the account is attached ...
    • Unmapped GL Account

      Question: User added a new GL Account to ASPIRE. However they received the following error when exporting to GP. “ASPIRE account ### has not been mapped to an external G/L Account.” The issue is that they did not map the GL to GP. Answer: User needs ...
    • Next Account ID Number Sequencing

      See attached document for complete details. Attached is a document explaining Next Account ID Number Sequencing in Global Settings. It goes through different scenarios of configuration and the results they produce in ASPIRE.
    • Account Location - View, Modify, Add

      Go to Account Explorer> Locations Look to see if the Location already exists (View) If it DOES exist Note the “Code” of that Location for easy reference later If it does exist, but needs to be UPDATED (Modify) Select the Location you wish to update ...