3.3 Close Financial Category

This topic provides systematic instructions about the procedure to close a financial category record.

User can close the financial category that are no longer required for financial code maintenance. To perform this action, the record must be in an authorized state. Unauthorized records can be closed only by the maker of the record.

Note:

Authorization is required for closing the financial category.

1. In the View Financial Category screen, click the action icon in the required record and select Close.
2. Click View.
   The financial category details are displayed.
3. Click Proceed.
   The record status is changed to closed.