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Payroll > Utilities > Mass Delete > YTD Transactions
This utility is used to delete all historic transaction records with dates prior to or equal to the date in the Pay Date field. The system was designed to delete multiple payroll frequencies (e.g., monthly (6), biweekly (5), and weekly (4)). Once data is altered using this page, the changes are reflected elsewhere in the system.
Note: This page also allows you to delete permit, responsibility, and employee data.
Under Mass Delete Mode Selection, the YTD Transactions field is selected by default.
| Field | Description |
|---|---|
| Pay Date | Type the exact pay date for which the transaction records are to be deleted in the MMDDYYYY format. All transaction records with dates prior to or equal to this date are deleted. |
Click Execute. A message is displayed indicating that you are about to delete year-to-date transactions and confirming that you want to continue. Click Yes to continue. Otherwise, click No to return to the YTD Transactions page.
Click Execute. A message is displayed indicating that you are about to delete year-to-date transactions and confirming that you want to continue. Click Yes to continue. Otherwise, click No to return to the YTD Transactions page.
Review the report using the following buttons:
Click
to go to the first page of the report.
Click
to go back one page.
Click
to go forward one page.
Click
to go to the last page of the report.
The report can be viewed and saved in various file formats.
Click
to save and print the report in PDF format.
Click
to save and print the report in CSV format. (This option is not available for all reports.) When a report is exported to the CSV format, the report headers may not be included.
Click X to close the report window. Some reports may have a Close Report, Exit, or Cancel button instead.
Click Process to accept the changes and continue. If you click Process, you have the option to print parameter criteria.
A message displays asking if you would like to create a system backup. A backup is
If you click Yes, a pop-up window is displayed with the Frequency and Export File Name. Click Execute to continue. Or, click Cancel to not create the backup and continue.
If you click Execute to create the system backup, a pop-up window is displayed prompting you to enter a password for the archive. Type the password and click OK or click Cancel to cancel the process. After the process is completed, the Save As window is displayed. Select the drive location to save a copy of the export.
Click Save. A message is displayed indicating whether or not the process was completed. Click Yes or No to either continue or end the process.
|
Click Cancel to return to the YTD Transactions page without making the changes.
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