How to mass delete budget rollup code from multiple accounts
Description of Issue
User needs to mass delete/remove Budget Rollup Code from multiple accounts at once
Context
- Budget Rollups
- Chart Manager
- Account Master
Cause
The Global Update in Account Master does not include an option to remove/delete a rollup code from multiple accounts at the same time.Â
Resolution
- There is not an option to remove the rollup code from multiple accounts at once in Account Master.
- The rollup code can be removed from accounts individually in Account Master.
- If appropriate, the rollup code itself can be deleted. Important: This can not be reversed, so make sure it is really what is intended before deleting.
To delete the rollup code:
Financials > General Ledger Menu > Set/Up Chart of Accounts > Chart Manager
1. Click on Rollup Code tab
2. Search for the rollup code that needs to be removed from the accounts
3. Click Delete Rollup Code
Additional Information