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 can 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 the Setup and Maintenance tile on the Agency Springboard to access Functional Setup Manager.

  2. From the Setup drop-down list, select your offering.

  3. Select Accounting from Functional Areas and then select the Manage Functions task.

  4. On the Function page, click Add.

  5. On the Function details drawer, 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.

  6. Click Save.

Modifying or Deleting a Function

  1. On the Function page, select the row for the function you want to modify.

  2. On the Function details drawer 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.

  3. Click Save.