Deleting Old Categories

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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Deleting Old Categories

Postby jstephen-p40 » Mon May 12, 2008 12:17 pm

We have found at both the Ward/Branch and Stake levels, categories that have been used in the past, but are now not used (Especially in the Other Account). We would like to delete them so that they don't clutter up our budget reports, but if the items have been used any time in the last several years we can't.

Is there some other way to get rid of them?

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Postby childsdj » Mon May 12, 2008 2:25 pm

You can set them to inactive. They won't show up as a donation sub-category at that point. Howerver, they will not be able to be deleted for 3 plus current year from the time they were last used. That is for audit purposes a requirement.

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Postby cherishj » Wed May 14, 2008 3:06 pm

Just a clarification that if you're a Canadian unit it will stay for 5 years plus current.

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