You can print and use the following checklist to track your progress as you configure Full Account Structure and approach the go-live date.
|
Action |
Status |
|
|---|---|---|
|
1 |
The number of levels and the meaning of each segment are defined and documented. |
☐ |
|
2 |
State/grant reporting requirements and code mapping identified. |
☐ |
|
3 |
Fund Accounting Profile – Titles completed for all levels in use. |
☐ |
|
4 |
Account (object) codes are set up in Account Components and the account table. |
☐ |
|
5 |
Other segment codes (function, location, program, project) are set up in Account Components. |
☐ |
|
6 |
Segment lengths and format (including leading zeros) standardized. |
☐ |
|
7 |
Organization Chart (key_orgn) built with only valid combinations. |
☐ |
|
8 |
Budget checking and cash checking are set appropriately per fund/type. |
☐ |
|
9 |
Total records created for reporting roll-ups where needed. |
☐ |
|
10 |
Project link and enterprise fund options are set where required. |
☐ |
|
11 |
Code reference and user guidance updated. |
☐ |
|
12 |
Integration points (Budget, AP, Payroll, etc.) tested with sample data. |
☐ |
|
13 |
Plan for annual review and change control in place. |
☐ |