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