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 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 Programs task.

  4. On the Program page, click Add.

  5. On the New program drawer, 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.

  6. Click Save.

Modifying or Deleting a Program

  1. On the Program page, select the row for the program you want to modify.

  2. On the Program details drawer 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.

  3. Click Save.