How to Delete a G/L

A G/L account may be deleted if the account has no transactions and no balances; the record will be physically removed and the account number can be used again. G/L accounts that have no pre-commitment and/or commitment balances may be flagged as Deactivated; any data entry to the account will be prohibited.

Use the following steps to delete a G/L:

1. Click on the Business tab, click General Ledger, and select G/L Account Management.

Note: The Session Accounting Year field will display the current year the user is signed in to.

2. If known, enter the Account Number.

3. Click on the Search button. The G/L account will be retrieved in the grid.

Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.

4. Click on the Action drop-down menu beside the corresponding G/L account and select Delete.

5. If applicable, in the Please Confirm Delete dialog box, select the Delete GL in the next Fiscal Year? selection box.

6. Enter a note in the Note field.

7. Click on the OK button to complete the delete process or click on the Cancel button to cancel the delete process.