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Table of Contents

This section details the federal program monies the district has received during the fiscal year. 

Note

The Federal Assistance Summary information must be entered prior to creating the Federal Assistance Detail information in order to link them together.

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  1. From the Periodic menu select 'Federal Assistance Detail.'
  2. Click on .
    1. Enter in the required information for the detail record. 
      • Select the Federal Assistance Summary's fiscal year to be reported by using the dropdown. 
      • Line number will auto increment once the Federal Assistance Summary's fiscal year is selected.
      • Enter the appropriate CFDA number.
      • Enter the Grant Title or Record Description for the federal record.
      • Enter the cash account associated with this record. 
      • Federal contributions received and expended during the fiscal year will populate when the cash account is chosen.  Please see the note below for the exception with non-500 fund accounts in order for these to populate.   
  3. Click on   to create the record, click on to not post and return to the grid.
Tip

If creating multiple Federal Assistance Detail records, use the Image Modifiedoption prior to clicking Image Modified to leave the window open for the creation of another Federal Assistance Detail record.  If Image Modifiedis checked before clicking Image Modified, it will close you out of the Federal Assistance Detail window.


Info

For any Cash Account that is not in the 500's (i.e. 006-0000), the FYTD revenues/expenditures will not automatically populate when entering the Cash Account; however, an Account Filter can be created and once the Cash Account and Filter are selected, the received/expended amounts will populate.  The user can also manually enter the expended and received totals.  

For any Cash Account in the 500's FYTD revenues/expenditures (minus amounts associated with Transfer or Advance accounts) will automatically populate based on the current posting period. If there are changes to the FYTD revenues/expenditures after the Federal Assistance Detail record is created, it will need to be edited in order to update.

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