You can correct loaded data before submitting the report. However, you must also update the source data.
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On the IA Certified Annual Report (CAR) page, select Categorical State Fund Balances.
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Filter records using the filter criteria. To enter filter criteria:
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Select an option in the first field.
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Select or enter a value.
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Select Add if the button is enabled.
Refer to Search for records for more information.-
To add a record, click Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, and then Yes.
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To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
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To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.
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To download the information, select Download, then select Download PDF or Download as an Excel Document.
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Field descriptions
The following table describes the fields on the Categorical State Fund Balances Data form of the IA Certified Annual Report (CAR) - Categorical State Fund Balances page.
|
Field |
Description |
Data source and Valid values |
|---|---|---|
|
Year |
The fiscal year of the data. The default is the current year. This field is view-only and cannot be edited after saving the record. |
Not applicable |
|
Crosswalk Only |
Indicates whether this is a crosswalk record. The default is No. |
Valid values:
|
|
Beginning Balance |
The beginning balance of the categorical state fund for non-crosswalk records. This field is view-only if Yes is selected in the Crosswalk Only field. |
Not applicable |
|
Fund |
The fund as defined on the IA Certified Annual Report (CAR) - Setup - Crosswalk - Fund page. This field is required if Yes is selected in the Crosswalk Only field. This field is required for non-crosswalk records if the fund is used to select revenue and expenditure records for calculating categorical state fund balances. |
Not applicable |
|
CAR Fund |
The fund to use for CAR reporting. |
Not applicable |
|
Facility |
The facility as defined on the IA Certified Annual Report (CAR) - Setup - Crosswalk - Facility page. This field is required for non-crosswalk records if the facility is used to select revenue and expenditure records for calculating categorical state fund balances. This field is not required if Yes is selected in the Crosswalk Only field. |
Not applicable |
|
CAR Facility |
The facility to use for CAR reporting. |
Not applicable |
|
Program |
The program as defined on the IA Certified Annual Report (CAR) - Setup - Crosswalk - Program page. This field is required for non-crosswalk records if the program is used to select revenue and expenditure records for calculating categorical state fund balances. This field is not required if Yes is selected in the Crosswalk Only field. |
Not applicable |
|
CAR Program |
The program to use for CAR reporting. |
Not applicable |
|
Project |
The project as defined on the IA Certified Annual Report (CAR) - Setup - Crosswalk - Project page. This field is required for non-crosswalk records if the project is used to select revenue and expenditure records for calculating categorical state fund balances. This field is not required if Yes is selected in the Crosswalk Only field. |
Not applicable |
|
CAR Project |
The project to use for CAR reporting. |
Not applicable |
|
Account |
The account as defined on the IA Certified Annual Report (CAR) - Setup - Crosswalk - Account page. This field is required if Yes is selected in the Crosswalk Only field. This field is required for non-crosswalk records if the account is used to select revenue and expenditure records for calculating categorical state fund balances. |
Not applicable |
|
CAR Account |
The account to use for CAR reporting. |
Not applicable |