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Trace: • Delete unused funds
general:financeeoyprocess:deleteoldaccountcodes

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general:financeeoyprocess:deleteoldaccountcodes [2018/07/24 18:20] – external edit 127.0.0.1general:financeeoyprocess:deleteoldaccountcodes [2023/05/02 17:06] (current) – emoreno
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 +=====Delete unused funds=====
 <color #ed1c24>**Log on to file ID C**.</color> <color #ed1c24>**Log on to file ID C**.</color>
  
-[[finance:tables:accountcodes:fund |Finance > Tables > Account Codes]]+[[finance:tables:accountcodes:fund |Finance > Tables > Account Codes]] and [[budget:tables:accountcodes:fund|Budget > Tables > Account Codes > Fund]]
  
-Delete the funds that are no longer needed.+Delete the funds that are no longer needed in both the Budget and Finance tables. 
  
-++++Image|{{:general:financeeoyprocess:step_23_1.jpg|Account Codes Fund Tab}}++++ 
  
-Select the funds to be deleted. Rows marked for deletion are highlighted red. +{{:general:fin_eoy_step_7_account_codes_fund_delete.png|Account Codes Fund}}
  
-<WRAP Box>**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> 
  
-Click **Save**. A message is displayed prompting you to continue.+VCV Select the funds to be deleted. 
  
-++++Image|{{:general:financeeoyprocess:step_23_2.jpg|Confirm Process Message}}+++++<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> 
 + 
  
-Click **OK** to continue. A message is displayed indicating that the rows were successfully deleted.+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.1532456418.txt.gz · Last modified: 2018/07/24 13:20 (external edit)

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