Business

User Tools

Site Tools

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

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:updateuseraccounts [2018/06/07 19:43] – emorenogeneral:financeeoyprocess:updateuseraccounts [2025/05/29 14:01] (current) – emoreno
Line 1: Line 1:
-[[https://tcc-help.net/txeistest/districtadmin/doku.php/utilities/massupdateuseraccountbyfund|District Administration > Utilities > Mass Update User Account by Fund]]+=====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/yr 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/yr 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.+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}}
  
-++++Image|{{:general:financeeoyprocess:step_31_a.jpg|}}++++ 
  
 +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.
  
-Select the fund/years to be updated and move the fund/years from the left side to the right side of the page using the arrow buttons.+VCV Click **Execute**. A message is displayed indicating that the update was successfully completed.
  
-Under **Options**, select the processes to be included in the process. 
  
-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> 
  
-++++Image|{{:general:financeeoyprocess:step_31_b.jpg|}}++++ 
  
-Click **OK** to close the message box.  
general/financeeoyprocess/updateuseraccounts.1528400599.txt.gz · Last modified: 2018/06/07 14:43 (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.