Deleting a Budget Rollup Group From an Account

Owned by Knowledge Assistant
Feb 25, 2021


Description of Issue

How can I remove the budget rollup code from a general ledger account?

Context
  • Budget Rollups
  • Chart Manager
  • Account Master
Cause


Resolution

To remove a rollup code from a GL account:

Financials > General Ledger Menu > Set/Up Chart of Accounts > Account Master

1. Click Search

2. Enter [segments] to pull up account

3. Accept

4. Update

5. Delete rollup code

6. Accept

Additional Information

Click Unable to add a Rollup Code to an Account in Account Master - Calculate available budget set to None if field is grayed out when adding a rollup