Setting Up Functions

A function identifies a public service for which an agency is responsible and is associated with an accounting transaction line. Examples of functions are Public Safety or Utilities.

Function is one of the six segments (fields) that may be specified for each accounting rule distribution line to classify the transaction for financial and operational reporting purposes.

You add, modify, and delete functions on the Function page.

Adding a Function

  1. Select Accounting Setup > Function.

  2. On the Function page, click Add.

  3. On the Function Details page, enter values for the following fields:

    Page Element

    Description

    Function

    Enter a unique identifier for the function.

    Description

    Enter a description of the function.

    From Date and To Date

    Enter the date range for which the function is valid.

  4. Click Save.

Modifying a Function

  1. Select Accounting Setup > Function.

  2. Click a row on the Function page.

  3. On the Function Details page you can:

    • Update the function field values.

      Note: You cannot edit the Function field.
    • Delete the function. You will be prompted to confirm the permanent deletion.

  4. Click Save.

Deleting Functions

  1. Select Accounting Setup > Function.

  2. Click Edit.

  3. Select the check boxes next to the functions you want to delete.

  4. Click Delete. You will be prompted to confirm the permanent deletion.