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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 [2020/08/11 18:32] – emorenogeneral:financeeoyprocess:updateuseraccounts [2025/05/29 14:01] (current) – emoreno
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 =====Update user accounts===== =====Update user accounts=====
-[[https://tcc-help.net/txeistest/districtadmin/doku.php/utilities/massupdateuseraccountbyfund|District Administration > Utilities > Mass Update User Account by Fund]]+[[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. 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 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.
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 VCV Click **Execute**. A message is displayed indicating that the update was successfully completed. VCV Click **Execute**. A message is displayed indicating that the update was successfully completed.
  
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 +{{:general:fin_eoy_step_23_process_complete_message.png|Process Complete Message}}
  
 VCV Click **OK** to close the message box.  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>
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 +
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general/financeeoyprocess/updateuseraccounts.1597170735.txt.gz · Last modified: 2020/08/11 13:32 (external edit)

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