Reallocating Transactions

Each transaction will automatically be assigned default accounting based upon cardholder information at time of account issuance. If your cardholder defaults must be changed for any reason, please contact AS Controller, Israel Garza at 619-594-2463.
To reallocate a transaction using an accounting code different than the default, highlight and delete the default accounting code.
Click on the Gray box ( …) and search to view all valid codes and descriptions in the Transactions Review system. If you are unsure of the appropriate accounting code for a particular charge, please send an inquiry to israel.garza@sdsu.edu.
To Search Accounting Fields, click on the “…” button and click the Find button to view all available accounting codes. You can narrow your search by entering an accounting code using operators such as “begins with” or “contains”.
Double click on the accounting code you wish to use from the listing. The code you have selected will be automatically entered into the appropriate accounting field of the transaction.