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general:financeeoyprocess:deleteoldaccountcodes

Delete unused funds

Log on to file ID C.

Finance > Tables > Account Codes and Budget > Tables > Account Codes > Fund

Delete the funds that are no longer needed in both the Budget and Finance tables.

Account Codes Fund

❏ Select the funds to be deleted.

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.

❏ Click Save. A message is displayed prompting you to continue.

Confirm Delete Message

❏ Click OK to continue. A message is displayed indicating that the rows were successfully deleted.

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.

general/financeeoyprocess/deleteoldaccountcodes.txt · Last modified: 2023/05/02 17:06 by emoreno