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SMART Finance Related News

06 February 2018

House Cleaning Accounts

Do you have some accounts that haven’t been used for a few years and are no longer needed?  Follow these steps to get a list of unused accounts:

  • Run the Budget Workpapers including both types E and R
  • Extract to Excel
  • In Excel, sort the spreadsheet by all the columns that have dollar amounts to view accounts without activity
  • Delete all accounts that you want to keep. Save the spreadsheet
  • Send the spreadsheet to Region 1 and we will shut off the accounts

Or, ask someone in finance at Region 1 to create a list for you.

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