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.
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From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Bucket Types.
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Click New and complete the following:
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Property. Enter or select the property.
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Code. Enter a code for the bucket type.
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Description. Enter a description for the bucket type.
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Allow Recurring Transaction Codes. Select the check box.
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Click Save or click Save and Continue to add another.
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From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Bucket Types.
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Enter search criteria and click Search.
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Select the fiscal folio bucket type in the search results, click the vertical ellipsis Actions menu, and select Edit.
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Update the details.
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Click Save.
Deleting Fiscal Folio Bucket Types
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From the Administration menu, select Financials, select Fiscal Management, and then select Fiscal Folio Bucket Types.
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Enter search criteria and click Search.
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Select the fiscal folio bucket type in the search results, click the vertical ellipsis Actions menu, and then select Delete.
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Click Delete again to confirm.
Parent topic: Configuring Fiscal Management