How to Delete Account with Account Master
- Knowledge Assistant
Owned by Knowledge Assistant
Description of Issue
- Is it safe to delete accounts in Account Master?
- Is Account Master the only method of deleting GL accounts?
Context
- Account Master
- Delete
- General Maintenance
Cause
- Too many manually added GL Accounts, Mass Created or Imported and need to be removed from Munis either one at a time or in mass
- Chart of Accounts clean up
Resolution
- Browse Munis > Financials > General Ledger Menu > Chart of Account Segments > Account Master
- Select Search
- Enter record selection criteria to define a record set of accounts (ORG, OBJ, PROJ, FUND, Segments 1-8 etc.)
- Delete
- General Ledger role permission required "General Maintenance on Accounts" to see or use the Delete button
- At the prompt: Are you sure you want to delete this record from the database?
- Yes, Delete or
- No
Additional Information
- Unable to Delete Account in Account Master - Cross References Exist
- Unable to delete account from Account Master - Imported accounts
- Unable to delete GL Account - Transactions exist
- Unable to delete accounts or merge accounts tied to budget projections - Projections with a status of Posted
- Unable to delete an account in Account Master because of a "Funds Due" Transaction Type record