Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article. Summarizing a fiscal year erases all transaction detail for that year. After summarizing, reports can only be based on beginning balance, net change, and ending balance for each period.
  1. From the Administration page in General Ledger, click Summarize fiscal years.
  2. In the Summarize all fiscal years through field, select the closed fiscal year you want to summarize.
  3. To delete batch headers if all transactions within a batch are summarized, mark the checkbox.
    Note: If you mark this option and all transaction associated with a batch fall in the fiscal years being deleted, the program also deletes the batch header record. We recommend you run a Batch Summary Report before deleting batch headers.
  4. Click Summarize Now.
  5. Click Yes to continue. Once the process is complete, a confirmation message appears.
  6. Click OK to return to the Administration page.