Business

User Tools

Site Tools

Trace: • Delete unused funds
general:financeeoyprocess:deleteoldaccountcodes

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
general:financeeoyprocess:deleteoldaccountcodes [2018/05/03 20:48] – emorenogeneral:financeeoyprocess:deleteoldaccountcodes [2023/05/02 17:06] (current) – emoreno
Line 1: Line 1:
-[[finance:tables:accountcodes:fund |Finance > Tables > Account Codes]]+=====Delete unused funds===== 
 +<color #ed1c24>**Log on to file ID C**.</color>
  
-Delete funds that are no longer needed.+[[finance:tables:accountcodes:fund |Finance > Tables > Account Codes]] and [[budget:tables:accountcodes:fund|Budget > Tables > Account Codes > Fund]]
  
-Select the row(s) to be deleted. Rows to be deleted are highlighted red. +Delete the funds that are no longer needed in both the Budget and Finance tables. 
  
-<WRAP Box>**TIP** - Reference the pagination information on the bottom of the grid to view the number of pages with data, and then begin deleting rows from the last page. 
-</WRAP> 
  
-Click **Save**. A message is displayed prompting you to continue.+{{:general:fin_eoy_step_7_account_codes_fund_delete.png|Account Codes Fund}}
  
-SCREENSHOT 
  
-Click **Yes** to continue. A “Save successful” message is displayed at the top of the Account Codes page indicating that the rows were successfully deleted.+VCV Select the funds to be deleted. 
  
-SCREENSHOT+<WRAP center round tip > 
 +**TIP:** Reference the pagination information at the bottom of the grid to view the number of pages with data and begin deleting rows from the last page.</WRAP> 
 +  
 + 
 +VCV Click **Save**. A message is displayed prompting you to continue. 
 + 
 +{{:general:fin_eoy_step_7_confirm_delete.png|Confirm Delete Message}} 
 + 
 +VCV Click **OK** to continue. A message is displayed indicating that the rows were successfully deleted. 
 + 
 + 
 + 
 +<WRAP Box> 
 +**Note**: If grant codes were removed, be sure to communicate with your Human Resources/Payroll department to ensure that the appropriate grant codes are reassigned as needed.  
 +</WRAP>
general/financeeoyprocess/deleteoldaccountcodes.1525380502.txt.gz · Last modified: 2018/05/03 15:48 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.