User Tools

Site Tools


Sidebar

Table of Contents

general:otherhelpfulbudgetresources

This is an old revision of the document!


Review Budget > Reports > Budget Reports

Image

Review Budget > Reports > Board Reports

Image

Budget > Utilities > Mass Delete Zero Balance Accounts

Accounts with a zero amount in the Current Year Original, Current Year Amendment and Current Year Actual columns are deleted.

Image

Image

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.

IMPORTANT: Unlock funds and account codes before performing a final backup because locked accounts are not moved to Finance.

Image

Image

general/otherhelpfulbudgetresources.1522268603.txt.gz · Last modified: 2018/03/28 15:23 (external edit)