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general:otherhelpfulbudgetresources

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general:otherhelpfulbudgetresources [2018/02/22 22:17] – emorenogeneral:otherhelpfulbudgetresources [2020/11/12 15:42] (current) – emoreno
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-Review [[budget:reports:budgetreports|Budget Reports]]  +Review the following reports: 
  
-++++Image|{{:general:budget_reports.jpg|}}+++++[[budget:reports:budgetreports|Budget > Reports > Budget Reports]]  
  
-Review [[budget:reports:boardreports|Board Reports]]. +{{:general:budget_process_-_budget_reports.jpg|Budget Reports Page}}
  
-++++Image|{{:general:board_reports.jpg|}}+++++----
  
-[[budget:utilities:massdeletezerobalanceaccounts|Mass Delete Zero Balance Accounts]] +[[budget:reports:boardreports|Budget > Reports > Board Reports]]
  
-Accounts with a zero amount in the **Current Year Original**, **Current Year Amendment** and **Current Year Actual** columns are deleted.+{{:general:budget_process_-_board_reports.jpg|Board Reports Page}}
  
-++++Image|{{:general:mass_delete_zero_balance_accounts.jpg|}}+++++----
  
-++++Image|{{:general:budgetprocessing:mass_delete_zero_balance_accounts_report.jpg|}}+++++[[budget:utilities:massdeletezerobalanceaccounts|Budget > Utilities > Mass Delete Zero Balance Accounts]]
  
-[[budget:utilities:masslockunlockfunds|Mass Lock/Unlock Funds]]+Accounts with a zero amount in the **Current Year Original**, **Current Year Amendment**, and **Current Year Actual** columns are deleted.
  
-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.  +{{:general:budget_process_-_mass_delete_zero_balance_accounts.jpg|Mass Delete Zero Balance Accounts Page}}
  
 +{{:general:budget_process_-_mass_delete_zero_balance_accounts_report.jpg|Delete Zero Balance Accounts Report}}
  
 +----
 +
 +[[budget:utilities:masslockunlockfunds|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.\\  \\  
 +
 +<WRAP center round important>
 +**IMPORTANT**: Before performing a final backup, unlock funds and account codes as locked accounts are not moved to Finance. 
 +</WRAP>
 +
 +
 +{{:general:budget_process_-_mass_lock_unlock_funds.jpg|Mass Lock Unlock Funds Page}}
 +
 +{{:general:budget_process_-_mass_lock_unlock_funds_change_report.jpg|Budget System Mass Lock Unlock Funds Report}}
  
general/otherhelpfulbudgetresources.1519337857.txt.gz · Last modified: 2018/02/22 17:17 (external edit)

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