Configuring Fiscal Folio Bucket Types

When the Fiscal Service Terminals OPERA Control is active, you can configure fiscal terminals to designate one or more fiscal printers and/or endpoints (Address and Port) to which the fiscal service should transmit and include in the fiscal communication with Fiscal Partners. When multiple Fiscal Terminals are configured, you are prompted to select a Fiscal Terminal when performing any action (generating a fiscal folio) that communicates with a Fiscal Partner. If multiple Fiscal Terminals are configured for a Fiscal Partner, and one of the Fiscal Terminals is marked as Primary, then OPERA Cloud does not prompt you to make a Fiscal Terminal selection; the Primary Fiscal Terminal is always used.

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 to allow reoccurring transaction codes.

   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 the search criteria and click Search.

3. Select the fiscal folio bucket type, 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 the search criteria and click Search.

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

4. Click Delete to confirm.