Load Initial COA Information

To access the Manage COAs option, click the corresponding link in the User Menu.

To LOAD Initial COA(s) Information from the Data Mart, click the icon.

A message will appear to confirm the COA(s) Information has been successfully loaded:

Load Detailed COA Information

To load detailed COA Information on a particular COA, begin by accessing the Manage COAs page. Click the Manage COAs link in the User Menu.

Select the COA you wish to load Detailed Information. A page displaying the COA Information is presented.

Click the icon. When Detailed COA Information is loaded, a message will appear to confirm.

Click the icon to return to the COAs list.