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general:otherhelpfulbudgetresources
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Review the following reports:

Budget > Reports > Budget Reports

Budget Reports Page

Budget > Reports > Board Reports

Board Reports Page

Budget > Utilities > Mass Delete Zero Balance Accounts

Accounts with a zero amount in the Current Year Original, Current Year Amendment, and Current Year Actual columns are deleted.

Mass Delete Zero Balance Accounts Page

Delete Zero Balance Accounts Report

Budget > Utilities > Mass Lock/Unlock Funds

Lock or unlock single or multiple funds/accounts as needed. Remember, locked funds or accounts cannot be manually updated by the user, updated through utilities, or by a NY payroll interface.

IMPORTANT: Before performing a final backup, unlock funds and account codes as locked accounts are not moved to Finance.

Mass Lock Unlock Funds Page

Budget System Mass Lock Unlock Funds Report

general/otherhelpfulbudgetresources.txt · Last modified: 2020/11/12 15:42 by emoreno

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