June 25, 2021 Release - 21.4.0

Account Structure

Account Structure is a base feature for 21.4 and includes the following items:

• The option to input account numbers based on components connected with dashes or dots. The account structure can be customized to fit district needs.
• The account structure applies to the following modules:
  • Fund Accounting
  • Purchasing
  • Payroll
  • Student Activities
  • PCard
  • Budget Preparation (limited options)
• Entry screens and reports are updated to handle the new account structure.
• Titles have been added to Expenditure, Revenue, and General Ledgers. Each ledger record can have a unique title.
• The Balance Sheet has been expanded beyond Fund and Account. Lower levels, such as Organization and Fund Source, can be tracked.
• New options have been added to the Fund Accounting profile to set up the account structure.
• The ability to search for accounts by segment.

Account Structure