Setup - UCOA Municipal Trial Balance Report - Data Crosswalk - Fund

Set up data crosswalks for local district funds that do not precisely match those used by the Connecticut Office of Policy and Management (OPM).

1. On the CT UCOA Municipal Trial Balance Report page, select Setup, and then Data Crosswalk.

2. In the Crosswalk Type field, select Fund.

3. Filter records using the filter criteria. To enter filter criteria:

   1. Select an option in the first field.

   2. Select or enter a value.

   3. Select Add if the button is enabled.
      Refer to Search for records for more information.

      • To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, then Yes.

      • To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.

      • To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.

      • To download the information, select Download, then select Download PDF or Download as an Excel Document.

Field descriptions

The following table describes the fields on the FUND Crosswalk Information form of the CT UCOA Municipal Trial Balance Report - Setup - Data Crosswalk - FUND page.