Sub-categories in the "Other" accounts
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- New Member
- Posts: 4
- Joined: Tue Sep 10, 2013 8:20 am
Sub-categories in the "Other" accounts
Is it possible to delete old or no longer used sub-categories in our "Other" account?
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- Community Administrator
- Posts: 34505
- Joined: Sat Jan 20, 2007 2:53 pm
- Location: U.S.
Re: Sub-categories in the "Other" accounts
To some extent, yes, you can. In some views it will remain because of history.
But you have to zero it out first.
But you have to zero it out first.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.
So we can better help you, please edit your Profile to include your general location.
So we can better help you, please edit your Profile to include your general location.
- aebrown
- Community Administrator
- Posts: 15153
- Joined: Tue Nov 27, 2007 8:48 pm
- Location: Draper, Utah
Re: Sub-categories in the "Other" accounts
You can't delete subcategories that have any activity or balance. But you can and should deactivate any subcategories that are no longer being used. Before you deactivate a subcategory, the balance needs to be zero. Deal with surpluses or deficits as described in the article The "Other" Category. Then deactivate the category in MLS by going to Finance > View/Update Categories, selecting the category, and unchecking the "Active" checkbox.
Deactivating a subcategory will cause it to be invisible in most places in MLS (it will no longer be an option for writing checks from or depositing money to).
Deactivating a subcategory will cause it to be invisible in most places in MLS (it will no longer be an option for writing checks from or depositing money to).
Last bumped by jjone389 on Sun Aug 17, 2014 2:57 pm.