How Do I . . . Expire an Account

Use this step-by-step guide to expire an account. Click on each step to get detailed instructions for that step. Each step must be completed before beginning the next step.

Steps What's Involved Person Responsible

1 Prepare Account for Expiration

Things To Remember
Finish Pending Transactions
Remove Encumbrance Balances
Zero Out Account Balance
Expire Billing IDs
Inactivate Account Delegates
Inactivate Sub Accounts
Remove Base Budgets

Reassign Purchasing Card Account or Cancel Card

Any DaFIS User

2 Process an Account Document

Start the Account Document
Enter the Account Number
Finish the Document
Any DaFIS User

	Steps	What's Involved	Person Responsible
1	Prepare Account for Expiration	Things To Remember Finish Pending Transactions Remove Encumbrance Balances Zero Out Account Balance Expire Billing IDs Inactivate Account Delegates Inactivate Sub Accounts Remove Base Budgets Reassign Purchasing Card Account or Cancel Card	Any DaFIS User
2	Process an Account Document	Start the Account Document Enter the Account Number Finish the Document	Any DaFIS User