User Support Forum

Hello,

I would like to request the following wish list items for future updates:

1. Would like to be able to delete accounting data by fund number. For instance, if I have old accounting data in Fund 02, I want to be able to delete that entire fund number with all accounting data without affecting the data in Fund 01. Right now they both share account numbers and I can't get rid of the history of just one of them.

2. Payroll Item Summary Report Grouped by Department. I would like to get one total report with each department listed. Right now I have to run each department separately.

Thanks!
Tena

tena20719 wrote:Hello,

I would like to request the following wish list items for future updates:

1. Would like to be able to delete accounting data by fund number. For instance, if I have old accounting data in Fund 02, I want to be able to delete that entire fund number with all accounting data without affecting the data in Fund 01. Right now they both share account numbers and I can't get rid of the history of just one of them.

Um ... you know you really can't delete financial information for at least 7 years. You can make the accounts under Fund 02 inactive, so they won't appear. Once the 7 years are up, you can then clear out the history, and permanently delete those accounts under Fund 02. Just a reminder of unintended consequences.

2. Payroll Item Summary Report Grouped by Department. I would like to get one total report with each department listed. Right now I have to run each department separately.

Thanks!
Tena

Hey Neil, thanks for the reply. My end goal is trying to clean up my chart of accounts and free up some of my account numbers. I figured out a workaround solution. I am going to create a lump income account and lump expense account for those funds. Then I can move all of the income and expense transactions into those lump accounts and that will free up my account numbers.

Let me know if you see a problem with my solution.

I really appreciate your input.

Tena

tena20719 wrote:Hey Neil, thanks for the reply. My end goal is trying to clean up my chart of accounts and free up some of my account numbers. I figured out a workaround solution. I am going to create a lump income account and lump expense account for those funds. Then I can move all of the income and expense transactions into those lump accounts and that will free up my account numbers.

Let me know if you see a problem with my solution.

I really appreciate your input.

Tena

Frankly, I'd talk with an accountant before you do anything. When was the last time anything in Fund Account 2 was used ??
And definitely do a complete backup before you do anything, and save that backup to a CD and finalize the CD. Label it, date it, and put it in the files with a memo about why its there.