Biannual Form 9 Report - Setup - Data Crosswalk - Account

This setup is identical to the IN Financial Data by Fund report.

If you completed the Account crosswalk setup for the IN Financial Data by Fund report, it does not need to be done again.

Use the IN Biannual Form 9 Report - Setup - Data Crosswalk - Account page to map your district's account IDs to the state-defined IDs.

1. On the IN Biannual Form 9 Report page, select Setup and then Data Crosswalk.

2. From the Crosswalk Type dropdown list, select Account.

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, and 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.

Field descriptions

The following table describes the fields on the Account Crosswalk Information form of the IN Biannual Form 9 Report - Setup - Data Crosswalk - Account page.