help:funds:budget_lines
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help:funds:budget_lines [2009/06/08 14:32] anthony |
help:funds:budget_lines [2009/06/17 20:08] (current) anthony |
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| * **When I am adding/deleting funds from an account, there is a description field. Where does that description show up?** That description will show up on the Account Detail screen, when that particular budget line is selected. To get there, click the name of the account when it is listed beneath a BL. | * **When I am adding/deleting funds from an account, there is a description field. Where does that description show up?** That description will show up on the Account Detail screen, when that particular budget line is selected. To get there, click the name of the account when it is listed beneath a BL. | ||
| - | * **When I delete a Strategic Investment budget line account, what happens?** FIXME | + | * **I noticed that when setting up an Administrator's scope, I am mapping the user to Partner locations. However, when I am setting up a Partner Accrual Budget Line, I am associating funds to a whole partner. What are the implications?** Funds are associated to a partner as a whole, and Admins are associated to partner locations. An Admin who is associated to a partner location has the ability to draw on the entire amount of funds for the Partner should they so choose. |
| - | * **How do I delete SI Partner Accounts?** FIXME | + | * **When I delete a Strategic Investment budget line account, what happens?** When you delete a strategic account, its like it never existed. However, we only let you delete the account until a withdrawal has been made (a reimbursement, or a manual debit) |
| + | * **How do I delete Strategic Investment account?** To delete this type of account, you can access an SI Budget Line, click on List All and click on the account name. From there you will be able to delete the account. Of note, if you are unsure if you will need the account in the future then you may be better off Locking the account instead of deleting it. Also, please see the FAQ above prior to deleting any account. | ||
help/funds/budget_lines.1244471573.txt.gz ยท Last modified: 2009/06/08 14:32 by anthony