SMART Finance News You Can Use

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.