Review the following reports:
Budget > Reports > Budget Reports
Budget > Reports > Board Reports
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.
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.
