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    How to delete Ledger and override error: "Funds associated with this ledger have transactions, you must delete them before proceeding"

     

    • Product: Alma

    Question

    Trying to delete a Ledger or a Fund causes an error: "Funds associated with this ledger have transactions, you must delete them before proceeding."

    How delete the Ledger or the Fund? The library already created new ones that are now active.

    Answer

    If a Ledger or Fund are not needed any more, they can be deleted.

    The steps are:

    1. Find the Ledger or Fund.

    2. Click "Delete" action button.

    3. If the fund (or funds associated with the ledger) has no associated transactions, encumbrances, or expenditures, it is deleted. If a ledger is deleted, all the funds associated with the ledger are also deleted.

    Support experience:  Sometimes it is not possible to delete the Fund or Ledger from the brief results page. In this case - Edit the ledger or fund and select Delete.

    New from November 2019: Support can now delete funds and ledgers with associated transactions. More information is in the article "Is it possible to delete funds and ledgers with associated transactions in Alma?".

    Additional Information

    See also Deleting Funds and Ledgers in the Online Help

     

     

     

     


    • Article last edited: 06-NOV-2019