{"id":122704,"date":"2022-01-20T12:40:08","date_gmt":"2022-01-20T20:40:08","guid":{"rendered":"https:\/\/edubusinesssolutions.com\/?p=122704"},"modified":"2022-01-20T12:40:20","modified_gmt":"2022-01-20T20:40:20","slug":"faq-january-2022","status":"publish","type":"post","link":"https:\/\/edubusinesssolutions.com\/faq-january-2022\/","title":{"rendered":"FAQ – January 2022"},"content":{"rendered":"

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Question<\/b>: Our account numbers change or are discontinued periodically.\u00a0 Is there a way I can batch change or discontinue account numbers without editing one by one?<\/span>
<\/span>Answer<\/b>:\u00a0Absolutely! Print Shop Managers can easily batch change or discontinue account numbers in PSP.\u00a0 Here\u2019s how:<\/span>\u00a0\u00a0<\/span>
<\/span>
<\/span> \u201cHow to update multiple account numbers at one time\u201d \u2013 <\/span>KB Article # 52330<\/b>\u00a0<\/span>
<\/span>
<\/span>STEP 1:<\/b> Export the Account Numbers that you wish to update or discontinue<\/span><\/p>\n

    \n
  1. Go to\u00a0<\/span>Website > Account Numbers<\/b><\/li>\n
  2. User filter tools at the top of the page to display target account number(s) (To return all desired account numbers set the\u00a0\u201c<\/span># per page\u201d<\/b>\u00a0display value to equal or greater than the total volume of account numbers available)<\/span><\/li>\n
  3. Select the\u00a0<\/span>Export Account Numbers<\/b>\u00a0button<\/span><\/li>\n
  4. Name and save your export to desired location<\/span><\/li>\n<\/ol>\n

    STEP 2:<\/b> Update or discontinue selected Account Numbers<\/span><\/p>\n

      \n
    1. Go back to\u00a0<\/span>Website > Account Numbers<\/b><\/li>\n
    2. Select the\u00a0<\/span>Account Number Update Tool\u00a0<\/b>link<\/span><\/li>\n
    3. Select the saved account number export using the ‘<\/span>Select an Excel File to Use<\/b>‘ tool<\/span><\/li>\n<\/ol>\n

      STEP 3:<\/b> To Update the Account Numbers<\/span><\/p>\n

        \n
      1. Copy the numbers from the exported file and paste them into Column A ‘<\/span>Existing Account Number<\/b>‘ field in the updated datasheet<\/span><\/li>\n
      2. Enter the NEW account number(s) in Column L ‘<\/span>New Account Number<\/b>‘<\/span><\/li>\n
      3. Leave all other columns empty<\/span><\/li>\n<\/ol>\n

        STEP 4:<\/b> To Discontinue Account Number(s)<\/span><\/p>\n

          \n
        1. Copy account numbers from the exported file and Paste them into Column A ‘<\/span>Existing Account Number<\/b>‘ field in the updated datasheet<\/span><\/li>\n
        2. Enter an X in Column N ‘<\/span>Discontinue Account Number<\/b>‘<\/span><\/li>\n
        3. Leave all other columns empty<\/span><\/li>\n<\/ol>\n

          STEP 5:<\/b> Import the Datasheet<\/span><\/p>\n

            \n
          1. Go to\u00a0<\/span>Website > Account Numbers<\/b><\/li>\n
          2. Select the\u00a0<\/span>Account Number Update Tool\u00a0<\/b>link<\/span><\/li>\n
          3. Select\u00a0<\/span>Choose File<\/b>\u00a0button<\/span><\/li>\n
          4. Select\u00a0<\/span>Update\u00a0<\/b>button<\/span><\/li>\n<\/ol>\n

            IMPORTANT NOTE!:<\/b> You can undo a previous update.\u00a0 However, any updates to account numbers can only be undone before midnight on the same day the update was made. To undo an update:\u00a0<\/span><\/p>\n

            <\/span><\/p>\n

              \n
            1. Go to\u00a0<\/span>Website > Account Numbers<\/b><\/li>\n
            2. Select the\u00a0<\/span>Account Number Update Tool\u00a0<\/b>link<\/span><\/li>\n
            3. Select the desired update you wish to undo from the<\/span> Undo a Previous Update<\/b> field<\/span><\/li>\n
            4. Select\u00a0Undo Selected Update<\/b><\/span><\/li>\n<\/ol>\n

              [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

              Question: Our account numbers change or are discontinued periodically.\u00a0 Is there a way I can batch change or discontinue account numbers without editing one by one? Answer:\u00a0Absolutely! Print Shop Managers can easily batch change or discontinue account numbers in PSP.\u00a0 Here\u2019s how:\u00a0\u00a0 \u201cHow to update multiple account numbers at one time\u201d \u2013 KB Article # […]<\/p>\n","protected":false},"author":3,"featured_media":122899,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[113],"tags":[],"yoast_head":"\nFAQ - January 2022 - edu Business Solutions<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/edubusinesssolutions.com\/faq-january-2022\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FAQ - January 2022 - edu Business Solutions\" \/>\n<meta property=\"og:description\" content=\"Question: Our account numbers change or are discontinued periodically.\u00a0 Is there a way I can batch change or discontinue account numbers without editing one by one? 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