Delete Prior Year Ledgers

Use this option to delete records in the following ledgers for a specified year:

• General Ledger
• Expenditure Ledger
• Budget Control Ledger
• Revenue Ledger
• Project Ledger

Do not delete ledgers from the past year. The prior year's records are needed to produce accurate Expenditure Comparison and Revenue Comparison reports. For example, if you are in fiscal year 2018, do not delete ledgers from fiscal year 2017. If needed, you may delete ledgers from previous years, in this case, from 2016 or earlier.

Menu Path: Fund Accounting > Periodic Routines > Periodic Processing > Delete Prior Year Ledgers

Prerequisites

Before running this option, complete the following:

• Print Balance Sheet and Status reports from the Fund Accounting > Reports > Financial Statements menu.
• Back up the Fund Accounting database in case you need to restore the ledgers you are deleting.
• Verify that all other users are logged out of the system.

Deleting Prior Year Ledgers

1. Select Fund Accounting > Periodic Routines > Periodic Processing > Delete Prior Year Ledgers to display the Delete Prior Year Ledgers page.
2. In the Year to Delete field, enter the year of the ledgers to be deleted.
3. Click OK.
4. Click Yes to delete the ledgers for the year selected.