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

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