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 the search criteria and click Search.
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Select the fiscal folio bucket type, 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 the search criteria and click Search.
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Select the fiscal folio bucket type, click the vertical ellipsis Actions menu, and then select Delete.
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Click Delete to confirm.
![Image shows the Fiscal Folio Bucket Types screen. Image shows the Fiscal Folio Bucket Types screen.](img/financial_admin_fiscal_management_configuring_fiscal_folio_bucket_types.png)
Parent topic: Configuring Fiscal Management