Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Import Link Fixer

...

  • Governmental (G) - those funds through which most governmental functions typically are financed.
  • Proprietary (P) - "commercial type" funds which are used for business type activities that are similar to those found in the private sector. Also known as enterprise funds.
  • Fiduciary (F) - those funds which are held in a trustee capacity for other governmental units or funds.

Image Added

Create a Fund Code

  1. From the Core menu, select "Funds" to display the grid.
  2. Click 
  3. Enter desired information into the fund code window
    1. CodeRequired field that must be manually entered. This field will allow for a maximum four numeric/alphanumeric characters.  
    2. Description is the description entered to define the fund code.
  4. Click on to add the fund code.   Click on to cancel out without saving changes.

...

The Funds grid displays existing fund codes.  You can search for existing fund codes by clicking in the filter row in the grid columns columns and entering in the desired information. By default, the grid sorts numerically by Code.  Click on Image Removed to on  Image Addedto generate a quick report extract (CSV or EXCEL format) based on what you filtered.   Click on any row of the search the search results to see a highlight view of the record.  Click the view icon icon  to view a particular fund code.  

...