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Trace: • Generate the School YTD report • Calculate a sample payroll • otherhelpfulbudgetresources

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general:otherhelpfulbudgetresources
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Review Budget > Reports > Budget Reports

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Review Budget > Reports > Board Reports

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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.

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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: Before performing a final backup, unlock funds and account codes as locked accounts are not moved to Finance.

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general/otherhelpfulbudgetresources.1529683085.txt.gz · Last modified: 2018/06/22 10:58 (external edit)

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