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Before extracting your fiscal year data for financial reporting, you must enter the fiscal year in which you are reporting for. For example, if you are reporting data for FY21, enter 2021 as the fiscal year. This will need to be reset for successive years.
Email Configuration
Available when the Email Notification Services module is enabled. The Default Administrator Address is not being used at this time so this can be left as "root." The Default From Address will be used when sending emails from the application (Report Bundle Immediate option or via the Job Scheduler). The Port and SMTP Host information must also be entered for emails to be sent. Generally, the Port and SMTP Host information would be known by the ITC. Enable Start Tls is an email security protocol. For example, the box should be checked if the district has MS Exchange Office 365 with SMTP authentication enabled.
Encumbrance Module Configuration
Is the Encumbrance module initialized? Indicates whether Encumbrance ledgers have been initialized.
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If the following fields are populated, the fields will populate the 1099 Extract page and any documents created by the Scheduled Job set up to generate the 1099 forms.
- Truncate EIN/TIN
- Exclude Vendors With No Tax Id
- Approved for the combined Federal/State Filing Program
- Amount Type Limit
- Royalty Type Limit
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The following email options can be modified to customize the content of emails sent to users throughout the requisition approval process. Variables can be used in this configuration to include information that comes from the specific transaction that the email is being sent from. For more information on variables, click the question mark icon 
Various variables can be included in emails. These variables must be the exact text, beginning with $ and ending with }.
Currently supported variables are as follows:
${reqNumber} - The number of the requisition in the approval workflow.
${user} - The user that has approved/rejected the requisition.
${linkToApplication} - A hyperlink to the USAS application. This value is set in the Workflows Configuration.
${note} - The provided note/reason when a requisition is rejected.
Example:
"Requisition #${reqNumber}" will become "Requisition #1150"
Revenue Module Configuration
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Separate bank accounts created under CORE/BANK accounts may contain the same check number. The highest number in the configuration would be for all Bank Accounts. |
ExampleVendor # example:
When vendors are imported over, if the district highest number was 900100 in classic, when creating a new vendor in redesign, it's going to default to the highest number so it would auto assign 900101. With the Transaction Configuration option, you have the option to control the 'highest' transaction number by entering a number of your choice. NOTE: It does work a bit differently than Classic. To auto assign, the system will base it off of the 'highest vendor number' entered in the Transaction Configuration screen. For example, if I want to start incrementing from 9428, and the next number vendor on file is 13413, that is a huge gap between the two numbers. I would enter '13413' as my highest vendor in Transaction Configuration and when I create a new vendor, it will think 13413 is my highest and then it will look at the last one used (9428) and increment from there and assign 9429.
PO# example:
The Transaction Configuration will reflect the highest PO# allowed. Sometimes there is a gap in PO numbers used by the district verses the series of numbers wanting to use. Thus, you can set this Highest PO Number configuration to force the system to use the lower series. For example, to have the next PO# auto assign in the 230000 series but there are PO numbers that are higher, you need to locate the gap between the next highest number (9001222) from the last one used in the 230000 series. In this example, the PO numbers used already are 230001-230064. Therefore, to have the system auto assign to PO 230065, the transaction configuration would need to be set to 9001222. This will tell the system to use the next highest number (230065) up to the maximum PO# of 9001222 and ultimately filling in the gap between these numbers.
USPS Configuration
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When the 'USPS Integration Module' is installed (under SYSTEM/Modules), the USPS Configure information will be automatically filled in. |
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