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Trace: • Verify actual fund balance obj.sobj codes • Update user accounts
general:financeeoyprocess:updateuseraccounts

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general:financeeoyprocess:updateuseraccounts [2018/04/24 19:49] – created emorenogeneral:financeeoyprocess:updateuseraccounts [2025/05/29 14:01] (current) – emoreno
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-update user accounts+=====Update user accounts===== 
 +[[https://help.ascendertx.com/districtadmin/doku.php/utilities/massupdateuseraccountbyfund|District Administration > Utilities > Mass Update User Account by Fund]] 
 + 
 +Mass update all account codes assigned to specific years. The fund/year does not need to exist on the [[finance:tables:accountcodes:fund|Finance > Tables > Account Codes > Fund]] tab. If the fund/year exists in the table, but the **Fund Description** field is blank, or if the fund/year does not exist in the table, the following message is displayed in the **To Fund/Yr Description** field: “Fund/Yr does not exist in Finance.” The process will run correctly regardless of this message. 
 + 
 +{{:general:fin_eoy_step_23_mass_update_user_account_by_fund.png|Mass Update User Account by Fund}} 
 + 
 + 
 +VCV Select the fund/years to be updated. Use the arrow buttons to move the fund/years from the left side to the right side of the page. 
 + 
 +VCV Under **Options**, select the processes to be included. 
 + 
 +VCV Click **Execute**. A message is displayed indicating that the update was successfully completed. 
 + 
 + 
 +{{:general:fin_eoy_step_23_process_complete_message.png|Process Complete Message}} 
 + 
 +VCV Click **OK** to close the message box.  
 + 
 + 
 +<WRAP center round info> 
 +To prevent system issues related to roles, be sure to keep Business and Student roles separate in Security Administration. Also, make sure Business roles do not have campuses assigned. 
 + 
 +You can generate the [[https://help.ascendertx.com/securityadmin/doku.php/reports/listusersbypermission|Security Administration > Reports > List of Users by Permission]] report to review user details such as the last login date and then modify as needed.  
 +</WRAP> 
  
  
general/financeeoyprocess/updateuseraccounts.1524599342.txt.gz · Last modified: 2018/04/24 14:49 (external edit)

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