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Removing accounts with 0 amount from a budget projection

Removing accounts with 0 amount from a budget projection



Description of Issue

How do I get rid of the accounts with no budget on my budget projection?

Budget Completion Journal warnings show accounts with zero budget.  How do I delete those accounts from the projection?



Context
  • Next Year Budget Entry

  • Central Budget Entry

  • Budget Completion Journal warnings



Cause




Resolution

Here are the steps to select and delete all accounts with zero budget amount from a budget projection:

Budget Processing > Next Year Budget Entry

  1. In Next Year Budget Entry, enter the Projection number.

  2. Select Filter By Amount.  (Min: 0.00 and Max: 0.00 will show below this.)

  3. Select the Level.

  4. Click Accept

  5. Important: Scroll down and review all accounts and amounts to verify that all accounts showing should be deleted from projection.

  6. Click Menu

  7. Select Mass Delete.



Additional Information











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