Business

User Tools

Site Tools

Trace:
general:financeeoyprocess:reviewdeletefileids

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:reviewdeletefileids [2021/06/01 14:29] – emorenogeneral:financeeoyprocess:reviewdeletefileids [2025/05/28 21:02] (current) – emoreno
Line 3: Line 3:
 Prior to creating the new historical file ID, review the existing file IDs to determine if any need to be deleted or copied to a new file ID.  Prior to creating the new historical file ID, review the existing file IDs to determine if any need to be deleted or copied to a new file ID. 
  
-If you do not need to delete or copy any file IDs, continue to step 10.  +<WRAP Box>**Note**: Keep in mind that all existing historical file IDs are subject to open records requests. 
 +</WRAP>
  
 +<WRAP center round tip>
 +**TIP**: **It is recommended** to only keep the numerical file IDs. This makes it easier for LEAs to use the fiscal year when defining the **Next Available** numbers on the Finance > Tables > District Finance Options > Finance Options tab.
 +</WRAP>
  
-If file ID 1 (2010-2011) exists and you want to retain it for historical purposes, log on to file ID 1 and copy it to a new unused alpha file ID using the [[finance:utilities:movecurrenttonewfileid|Finance > Utilities > Move Current to New File ID]] page. Log on to the applicable historical file ID as this utility cannot be processed in the current file ID (file ID C).+{{:general:financeeoyprocess:step_10_review_file_ids.jpg|File IDs}} 
 + 
 +If file ID 5 (2014-2015) exists and you want to retain it for historical purposes, log on to file ID 5 and copy it to a new unused alpha file ID using the [[finance:utilities:movecurrenttonewfileid|Finance > Utilities > Move Current to New File ID]] page.  
 + 
 + 
 +If you do not need to copy to a new file ID, proceed to Step 11.  
 + 
 +<WRAP center round important> 
 +Log on to the applicable historical file ID as this utility cannot be processed in the current file ID (file ID C). 
 +</WRAP> 
 + 
 + 
 +{{:general:fin_eoy_step_8_move_current_to_new_file_id.png|Move Current to New File ID}}
  
  
 VCV In the **New File ID** field, select the file ID to which you want to copy all funds. VCV In the **New File ID** field, select the file ID to which you want to copy all funds.
  
-VCV **It is recommended** to copy all funds. Click the **Select** check box in the column heading to select all funds. +VCV **It is recommended** to copy all funds. Click the **Select** checkbox in the column heading to select all funds. 
  
 VCV Click **Copy** in the column heading to select **Copy** for all funds. VCV Click **Copy** in the column heading to select **Copy** for all funds.
Line 17: Line 33:
 VCV Click **Execute**. A message is displayed indicating that data is about to be copied from one file ID to another. VCV Click **Execute**. A message is displayed indicating that data is about to be copied from one file ID to another.
  
-VCV Click **Yes** to continue. You are prompted to create a [[general:financebackup|backup]]. A message is displayed indicating that the process was successfully completed.+{{:general:fin_eoy_step_8_copy_message.png|Confirm Copy Message}} 
 + 
 +VCV Click **Yes** to continue. You are prompted to create a [[general:financebackup|backup (export)]]. A message is displayed indicating that the process was successfully completed. 
 + 
 +{{:general:fin_eoy_step_8_complete_message.png|Complete Message}}
  
 VCV Click **OK** to close the message box. VCV Click **OK** to close the message box.
Line 23: Line 43:
 VCV Log on to the historical file ID to verify that the copy was successful.  VCV Log on to the historical file ID to verify that the copy was successful. 
  
-Proceed to the next step to delete file ID 1 (2010-2011). Deleting file ID 1 (2010-2011) allows the 2020-2021 fiscal year data to be saved in file ID 1. +Proceed to the next step to delete file ID 5 (2014-2015). Deleting file ID 5 (2014-2015) allows the 2024-2025 fiscal year data to be saved in file ID 5.  
  
-<WRAP Box>**Note**: Keep in mind that all existing historical file IDs are subject to open records requests. 
-</WRAP> 
general/financeeoyprocess/reviewdeletefileids.1622557746.txt.gz · Last modified: 2021/06/01 09:29 (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.