Utilities

Utilities menu contains the account functions.  A crosswalk of the Utilities menu and its Classic counterparts is available below.  For a printable version of the crosswalk, click here.  Utilities menu includes the following interfaces:



USAS-R Utilities Options

USAS Classic Programs

Definition

USAS-R Utilities Options

USAS Classic Programs

Definition

Account Filters

USASEC Account Filters screen

Controls what accounts a user can create, read, update, delete and process transactions against on the system.

Account Change

ACTCHG

Allows you to change expenditure and revenue account codes.

Account Code Mapping

N/A

Controls how account codes will be mapped when using the Proration Utility option to Create a PO CSV.

Automatic Reconciliation

AUTOREC set up on .INI file

One time setup for the format of the bank file.  Must be completed before using the Auto Reconcile option under Disbursements.

Change Password

N/A

If the user knows their old password they can change their password using the 'change password' link found on the USAS-R Login page or by the 'change password' option under the Utilities Menu.

File Archive

MONTHLYCD/FISCALCD

Not fully implemented yet. Once zipped files are imported (via File Import), Classic's MONTHLYCD/FISCALCD reports will be downloadable through this option.

File Import

N/A

The ability to import Classic's MONTHLYCD/FISCALCD in zipped format.

Mass Load

USALOAD's ACCLOAD

Allows district to import cash, expenditure and revenue data into the USAS-R from an outside source.

Job Scheduler

N/A

List of jobs (i.e. reports) generated at a scheduled date and time. Scheduled jobs can be viewed, edited or deleted.

Proration Utility

N/A

Generates a spreadsheet which may be used to assist in calculating premium amounts for Worker's Compensation payments.

Purchase Order Refresh

N/A

Refreshes the state of a Purchase Order that has become invalid.

Show Profile

USASWEB's Utilities 'Show Profile'

Detailed information about the user account currently logged into the USAS-R application.