User Support Forum

So I finally took the big step in the Setup Assistant and told it to move ahead. I knew that i had created some Temp Restricted accounts that I really didn't want. I was told that I could delete them after the setup was complete. But I am having troubles with that. My first problem was that there were contribution funds tied to these. so I deleted those funds. This is what is left.

Here is an example of one that I am trying to get rid of:

Asset acct 3230-106
Income acct 4230-106 ** allowed me to delete
Release from restrictions 4830-106

If I try to delete the release acct, I get "this account used in the setup of another module".

If I try to delete the asset acct, i get "Other accounts are set to close to this account".

Is there something else that has to be "undone" first? There are no transactions here; empty slate.

TIA,
Debbie

Yeah! I figured it out myself.
I finally found "Mainain donor restricted Accounts" and deleted the ones I didn't want. Then it let me delete the income and release accounts.
Moving on.....sure I'll be back soon with another issue.
Debbie

In the Fund Accounting - Reports, you'll find the "Account Dependencies Report". This will help with that in the future.

I had actually run that report Tracy and also the "Closes To" report. They didn't help at all. The release account and the "closes to" (income) account just pointed to each other but neither would let the other be deleted. Only when I deleted through the Maintain Donor Restricted accounts did it let me.