Description of Issue

Instructions on how to delete an account from a Budget Projection.

Context

Cause

Resolution

Deleting using Next Year Budget Entry:

Financials>Budget Processing>Next Year Budget Entry

Deleting using Central Budget Entry:

Financials > Budget Processing > Central Budget Entry
Go to the projection containing the account (use the Change Projection option if the correct projection is not the default)
Using the Advanced find, search for the Original Account
In the ribbon, select the Delete Account option
Click Yes in the popup Do you want to continue deleting the selected account?
Click Ok in the popup confirming the account was deleted from the projection

Additional Information

If the account should no longer pull into Budget projections make sure the Budgetary flag in Account master is not checked

MUNIS > Financials > General Ledger Menu > Set up chart of accounts > Account Master

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