Delete a fiscal year with beginning balance and/or budget data.

1. If you have beginning balance data for the fiscal year, open GL Beginning Balances.
2. In the Fiscal Year Ending field, enter the fiscal year you plan to delete.
3. Click the Beginning Balance column and do one of the following:

   • Click the column to sort by descending amounts. This will display all amounts greater than 0.00 at the top.

   • In the Filter Bar, enter <>0.00. This will filter out all 0.00 amounts so that only amounts greater than 0.00 display.

4. For each GL Account with a beginning balance greater than 0.00, change the Begin Balance field to 0.00. Save the record.
5. If you have budget data for the fiscal year, open GL Budgets. Click on the Grid tab.
6. In the FYEMO column, locate the fiscal year you plan to delete. Highlight all rows for that year.
7. Click the Delete button in the toolbar.
   A message displays confirming deletion of multiple rows.
8. Click Yes.
   A second message displays indicating form has related records that will also be deleted and asking to confirm the action.
9. Click Yes.
   The system deletes all budget codes/GL account records for that fiscal year.
10. Open GL Fiscal Years.
11. In the Fiscal Year Ending field, enter the fiscal year to delete or press F4 for a list of valid fiscal years.
12. Click the Delete button in the toolbar.