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This option allows users with the proper permissions to enter configuration details for any installed modules. ADMIN access as well as any role with the permission 'MODULE_CONFIGURATIONSTORE' granted to it will be able to access the "Configuration' option under System.
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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
PreEncumbrance Module Configuration
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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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