Setup - UCOA Municipal Trial Balance Report - Reporting Structure

Use this option to define your district’s accounting structure. For each state-level title, you must specify the district organization chart/accounting level and the starting and ending positions.

All organization or account-level definitions are accepted for the Object, Source, and Account relationships. All other relationships are required and must be defined before setting up crosswalks.

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

2. 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 Reporting Structure form of the CT UCOA Municipal Trial Balance Report - Setup - Reporting Structure page.