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This 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_CONFIGURATIONSTORECONFIG' granted to it will be able to access the "Configuration' option under System.
Users with USAS_MANAGER access will have access to a subset of these options.
View Configuration
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Allows the user to enter a From Email address, a CC Email addressaddresses (separated by comma), custom Message for email, and choose the Default Bill form to be used when emailing AR Billings. In order for this configuration option to be available, the district must have the Accounts Receivable and Email Notification Services modules installed first.
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For additional information see the Redesign Technical Documentation How To page for How to Configure Non-Production Instances.
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| Production | Default production mode |
| Support | Typically a temporary copy of a given districts production data for resolving support issues |
| Training | A training instance typically contains anonymized data |
Demo | A Demo instance typically contains anonymized data |
| Development | Reserved for use by the SSDT |
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- enter a pending threshold amount.
- By check marking 'AUTOMATIC', it will automatically flag a 6xx level object code item as an 'inventory item' when invoicing a PO item in USAS-R. If left unchecked, user will be prompted in AP invoice to flag 5xx and 6xx level object code items as an 'inventory item'.
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There are two account filters that may be added based on this setting. If the 'Automatic' box is checked, the ssdt-eisClassicAutomaticFilter is added to the Account Filters page. If the Automatic box is left unchecked, the ssdt-eisClassicEnabledFilter filter is added. A district may have one or both of these filters These filters are referenced during AP invoice processing for items that are marked for inventory. |
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This setup is specific to flagging items when invoiced via USAS-R. Districts invoicing through a third party application should check with their third party to see if there is additional setup needed to flag invoice items for inventory. |
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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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IRS Form 1099 Submission Configuration
Districts Will Submit 1099 File to IRS
Districts that will submit their 1099 File electronically to the IRS themselves will need to update this screeninformation. The The required Contact Information will then be populated on the 1099 Extract menu. A A 5-digit Transmitter Control Code (TCC) must be received from IRS and entered here in order to file electronically using the IRS FIRE system. If you don't have a TCC, you can click here for more information on how to apply for one. An An application for a TCC code should be done well in advance of 1099 processing. Users with USAS_Manager and Administrator access can update this configuration option.and Administrator access can update this configuration option.
ITC Submission Information
In order to generate the electronic submission file for 1099 Corrections that includes the ITC Transmitter record, the ITC Correction checkbox must be checked and the ITC fields populated. This information will then be used to include a Transmitter "T" record with the ITC information while maintaining the district's information on the Issue "A" record. When the ITC Correction box is checked, this will ONLY impact the Correction Type forms. A Transmitter record will not be included on ORIGINAL type forms so that those may be merged using the ITC-M program.
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The District Will Submit 1099 File to IRS and ITC Correction checkboxes cannot both be checked at the same time. If neither box is checked, the IRS format files will not include a Transmitter or End Transmission record. |
Job Parameters
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. . This information will be used for the IRS Format file for all Submission Types (Original, Type 1 Correction, Type 2 Correction, Test).
- 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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