Configuring Fiscal Folio Bucket Types

Adding Fiscal Folio Bucket Types

Editing Fiscal Folio Bucket Types

Each Fiscal Folio Bucket Type represents a collection of multiple Fiscal Folio Bucket Codes where revenue and/or payment Transaction Codes can be segregated into organized groups for reporting purposes through the fiscal service.

1. From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Bucket Types.

2. Click New and complete the following:

   1. Property. Enter or select the property.

   2. Code. Enter a code for the bucket type.

   3. Description. Enter a description for the bucket type.

   4. Allow Recurring Transaction Codes. Select the check box.

   5. Click Save or click Save and Continue to add another.

1. From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Bucket Types.

2. Enter search criteria and click Search.

3. Select the fiscal folio bucket type in the search results, click the vertical ellipsis Actions menu, and select Edit.

4. Update the details.

5. Click Save.

Deleting Fiscal Folio Bucket Types

1. From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Bucket Types.

2. Enter search criteria and click Search.

3. Select the fiscal folio bucket type in the search results, click the vertical ellipsis Actions menu, and then select Delete.

4. Click Delete again to confirm.