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Mass Inactivate Accounts
Cleaning up accounts from prior fiscal years? Closing a building code? There are quite a few different reasons you may be cleaning up your account codes so there are multiple options that can be utilized depending on what you need! The best option may vary depending on the situation, user preference, or grouping of accounts.
Inactivate All Accounts Linked to a Cash Account
In Redesign, making a Cash Account inactive will prevent the underlying accounts from being used on transactions but you may also want to change them to an "inactive" status. This can easily be done with the Mass Change option.
- Summarize: The Mass Change definition can be used on the Expenditure and Revenue account grids. The Mass Change module would need to be installed for the district and then when you go to the Core > Accounts grid you can import this definition for the Expenditure and Revenue grids (will import and run separately for Rev & Expenditure). The Mass Change will look at any accounts where the Cash Account is inactive and then change the Active status on that record to also be inactive which will allow you to filter those from your account grid and account summary reports.
Click here for more information on Mass Change and to download this Mass Change Definition.
Inactivate All Accounts Linked to a Specific Account Parameter
ex. all attached to a building - filter by OPU apply mass change
Inactivate Accounts with a Spreadsheet
Mass Load
Job Calendar Feature Article - Lori N.
Useful links:
- SSDT Wiki
- February Releases Recap
- SSDT Redesign Documentation
- Inventory Documentation
- Redesign Implementation Details
- Redesign Recorded Demos
- SSDT YouTube Channel
AD Inventory
REDESIGN STATUS | |
|---|---|
619 Sites Live on Redesign | 121 Total Wave 8 Sites |
17 Participating ITCs | 649 Total Districts Participating |
Please view the Current List of Districts & Status to see a comprehensive list of school districts along with their ITC, implementation status and the wave they are scheduled to migrate from Classic to Redesign.
The following terminology is used to determine where in the implementation process the entity is currently at:
Implementing: The ITC is running test imports and balancing reports on the entity. The district and ITC are working to schedule dates to begin dual processing and go live.
Paralleling: The entity is inputting all production transactions into both Classic and Redesign.
Live: The entity is using Redesign for production processing; no parallel processing is being performed; Classic is available in 'read-only' mode.
Regenerate Budgeting Sheets
Within the Budgeting Scenarios, the Regenerate option is a helpful way to update an existing budgeting sheet. Locate this option by viewing 
the Scenario, then click the 
icon for the budging sheet that needs updated. This will open a window where changes to the properties or filters can be made and applied. This option will override the previous sheet settings and existing proposed amounts will be removed.
USAS Public Library Reports - Budgeting Reports
The USAS-R Public Reports Library has a section for Budgeting Reports. Users can easily view an example and description of each report and download the report definition right from the Library. A notable report is the Budget Transactions Initial Estimates. This report contains changes made to expenditure accounts initial estimates. The report is built so you can view changes made to initial estimates when applying proposed amounts for initial temporary (full year/not full year) and/or permanent transaction types. Click here to visit the USAS-R Public Reports Library.
