Inactivate / Close Fund
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Modified on: Wed, 15 Jun, 2022 at 5:10 PM
What This Process Does
- This process can be used to Inactivate (Close) a fund for a fiscal year in mass.
Best Practices
- Not Closing Fiscal Year – Use this report instead of the Inactivate/Close Year process when all funds for the fiscal year do not need to be closed.
Inactivate/Close Fund
- Finance → Financial Management → Maintenance → Financial Years/Current Month → Year End → Inactivate/Close Fund
- Range accordingly on a fund.
- Click Select.
FIELDS | Opt. | Rec. | Req. | Description |
Fiscal Year to Inactivate | -- | -- | ♦ | Enter Fiscal Year to Inactivate |
Range on Fund | ♦ | -- | -- | Range on Fund to Inactivate |
Opt. = Optional Rec. = Recommended Req. = Required |
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