Use the General page to activate an existing account. If you are creating an account, you need to save and then activate the account before any transactions can be posted to the account. You must also activate the account before depositing funds or transferring funds between this account and another account. You can also deactivate an account, preventing future transactions from posting to the account.
Activation for Budget Requests
If you are using the Budget Request feature in Collaborati Spend Management, you must pay special attention to the sequence of activating accounts. The specific event that generates an automatic budget request is the activation of child accounts within a matter. For this reason, you must insure that all other conditions for budget requests have been met before you activate a child account.
The full set of conditions required for automatic generation of budget requests is described in the CSM Administration Guide.
