Deleting a Budget
If a budget has been created in error, then the budget can be deleted providing no values have been posted against it in IRIS Financials. If the budget has values entered against it or is no longer required, then you can hide the budget so it is no longer visible to all users. For more information, please see Hiding a Budget.
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Select Maintenance, then select Budgets from the menu.
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The Budget Maintenance window is displayed. Select the applicable budget from the left-hand panel, then select DELETE. If the DELETE button is greyed out, it means the budget has entries against it and cannot be deleted.
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The budget to be deleted is displayed with a strike-through in the left-hand panel. When all the budgets you want to delete are showing with a strike-though, select SAVE.
If you wish to delete further budgets at the same time, select the next budget to be deleted from the left-hand panel, then select DELETE. -
The Confirm deletion message is displayed with the details of the budgets selected for deletion. Select Cancel if you want to go back and amend your selection or select OK to delete the selected budgets.
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An Update complete message is displayed. Select OK to close the message and return to the previous window.