Page Comparison

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title	Description of Issue

Purge CAFR ACFR Fiscal Year(s)

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title	Context

CAFR

ACFR Statement Builder

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title	Cause

CAFR ACFR Fiscal Year Closed too soon
Re-close prior year again
Re-imported prior year and want to roll amounts forward to next or current year

Log into CAFR

Select Menu button

Select CAFR Statement Builder

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Select Administration
Select Purge
Select 'Information' radio/option button for needed purge either:Define Purge information
1. Purge Agency
2. Purge Entity
  1. Select Entity from the drop down box.
Select Year from drop down box to determine Year(s) to Purge.
Select Current Year or Prior Years
1. If Prior Years is selected, define target year
Select Purge Yearbutton. The purge may take several minutes to complete. Do not cancel the process or close the browser until completed
Select YES on the 'continue purge?' prompt
Select YES once the purge process has been completed.

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If the reporting year is set to the last year, you can choose to purge the current (last) year or prior years. If the reporting year is not the last year, you can only purge prior years.

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You should purge the last year only if you want to import and setup the year from the beginning. For example, you imported the balances, assigned accounts to groups, created adjusting entries, and classified fund balance and net position. Then you later determine that you imported the data incorrectly and want to start the process from the beginning.

Versions Compared

Old Version 1

New Version Current

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