How do I delete budget transactions?

Remove a transaction from a budget.

When you run any of the routines that copy amounts to a budget period or year and you discover that you don't want to use the newly created transactions, you can use Enter Budget Amounts to remove the new transactions.

In this Topic

How do I delete budget transactions?

Before you get started

You'll need the reference number or input date.
You'll need the budget level if you want to delete transactions in a specific budget level.

Deleting a budget transaction

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. When the Enter Budget Amount Options form displays, set up the form using the budget journal that includes the transactions to delete, and then change the Period to select Multiple Periods.

You'll have the chance to save your options before the Enter Budget Amounts screen displays.

3. Click Delete (CTRL+D).

The Delete form displays on the screen.

4. Click to select the option titled Delete Single Reference Number.

5. Enter the Reference Number.

6. Click OK.

Connect deletes the budget transaction.

Deleting a range of budget transactions

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. When the Enter Budget Amount Options form displays, set up the form using the budget journal that includes the transactions to delete, and then change the Period to select Multiple Periods.

You'll have the chance to save your options before the Enter Budget Amounts screen displays.

3. Click Delete (CTRL+D).

The Delete form displays on the screen.

4. Click to select the option titled Delete Reference Number Range.

5. Enter the Beginning Reference Number and Ending Reference Number.

6. Click OK.

Connect deletes all of the budget transactions with a reference number that falls within the reference number range.

Deleting budget transactions by date range

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. When the Enter Budget Amount Options form displays, set up the form using the budget journal that includes the transactions to delete, and then change the Period to select Multiple Periods.

You'll have the chance to save your options before the Enter Budget Amounts screen displays.

3. Click Delete (CTRL+D).

The Delete form displays on the screen.

4. Click to select the option titled Delete Transaction Date Range

5. Enter the Beginning Date and Ending Date.

6. Click OK.

Connect deletes all of the budget transactions created during the date range.

Deleting budget transactions for the entire budget journal

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. When the Enter Budget Amount Options form displays, set up the form using the budget journal that includes the transactions to delete, and then change the Period to select Multiple Periods.

You'll have the chance to save your options before the Enter Budget Amounts screen displays.

3. Click Delete (CTRL+D).

The Delete form displays on the screen.

4. Click to select the option titled Delete Entire x Journal for the Selected Periods.

5. If you're deleting a budget transactions from a specific budget level, use the drop-down menu to select the budget level that contains the budget transactions.

6. Click OK.

All of the budget transactions in the selected budget journal are deleted.