Version 3.6.3 has incorporated a change to Capital Projects that will allow for the true use of override accounts on documents. If your property is using Capital Projects on V3.6.2 or lower and you have accounts added to the project, the below will provide information on making changes to allow a single override once you have been upgraded to V3.6.3.
Navigate to the Capital Project screen
Navigate to the Capital Project screen
1. . Go to “Finance” on the menu bar, then select “Capital Projects” and then “Manage Projects”
Go into a Project
Go into a Project
1. Search and go into a Project
2. Once in the details of the project, you will want to move your override account from Valid Accounts to Overriding accounts.
3. Click “Update”.
4. After updating, any document created with the project attached to it will automatically override any account to the one attached to the project.
