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.
This setup is the same as the following reports:
If you have already completed the setup for any of these reports, you do not need to do it again for the year you are processing.
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On the IL Annual Financial Report page, select Setup, and then Reporting Structure.
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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, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, then Yes.
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To edit a record, select the record and select Accept. Update the information and select Accept.
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To delete, select Delete, then Yes.
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Field descriptions
The following table describes the fields on the IL Annual Financial Report - Setup - Reporting Structure page.
|
Field |
Description |
|---|---|
|
Year |
The fiscal year of the reporting structure. |
|
State Level Title |
The state-level title. Valid values:
|
|
Local Organization Level |
The district organization chart/accounting level. The values in the drop-down are retrieved from the Titles tab of the Fund Accounting Profile page. The values also include the 1st, 2nd, and 3rd sub-accounts. |
|
Starting Position within Level |
The starting position of the organization chart/accounting level in the accounting structure. |
|
Ending Position within Level |
The ending position of the organization chart/accounting level in the accounting structure. |