You should have the Account Intersection Form (AIF) open from Exercise 1
Exercise
1. Go to the AIF - Non-Comp Expense tab
2. Make up plan amounts for the first 3 months of next year’s operating budget for account 550XX – General Supplies – Plan for any Dept ID, Fund and Chart 1 you want and type those amounts into the cells. Notice that the cell background color changes to yellow.
3. Click the Save button
4. Open a new sheet in Excel and enter data for 3 months of expenses for account 55XXX – Equipment. You can make up any numbers you want.
5. Select the 3 cells and copy to the clipboard using whichever method you prefer:
- [Ctrl + C] or
- Click the Copy button or
- Right-click and select Edit \ Copy
6. Navigate to the Account Intersection Form and click on the first cell where you want to paste in the plan data for 555XXX – Equipment. You can use any DeptID, Fund, and Chart 1 combination that is available.
7. If you are using Chrome, press [Ctrl + V] to open the Clipboard Helper.
- Press [Ctrl + V] again to paste the data into the Clipboard Helper
- Click the Paste button
8. Click the Save button to save your changes
9. Occasionally you will need to add an intersection for a unique combination of Account, Fund, Chart1, and DeptID. In this example, you’ll create an intersection for account 550XX using the C1 – COVD19 member for Chart 1.
Find an intersection for account 550XX that does not have C1 – COVD19 for Chart1. Right-click and select Add Intersection . . .
10. Click the Member Selection button for Chart1. (Your Fund and Entity may be different from this example.)
11. Type cov* in the text box and click the Filtered Search (magnifying glass) button
12. Select C1 – COVD19 – To Track costs of Coronavirus and click > Add to move it to the selection pane
13. Click OK in the bottom right corner to accept the selection. Note: you may have to scroll down to see the OK button.
14. Click the Launch button in the lower right corner
15. Click OK to acknowledge the confirmation that the intersection was added successfully
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Return to course: Update Data in Form