Setting Up Programs

A program identifies a set of activities performed by an agency to accomplish a specific goal associated with an accounting transaction line. Examples of programs are Downtown Revitalization or Pet Licensing.

Program 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 programs on the Program page.

Adding a Program

  1. Select Accounting Setup > Program.

  2. On the Program page, click Add.

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

    Page Element

    Description

    Program

    Enter a unique identifier for the program.

    Description

    Enter a description of the program.

    From Date and To Date

    Enter the date range for which the program is valid.

  4. Click Save.

Modifying a Program

  1. Select Accounting Setup > Program.

  2. Click a row on the Program page.

  3. On the Program Details page you can:

    • Update the program field values.

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

  4. Click Save.

Deleting Programs

  1. Select Accounting Setup > Program.

  2. Click Edit.

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

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