PowerSchool ERP Pennsylvania

PA Annual Financial Detail Report – Revenues - Setup - Profile

Use the PA Annual Financial Report - Profile page to configure the accounting parameters required before loading data for the Annual Financial Report.

  1. On the PA Annual Financial Report - Revenue Detail page, select Profile.

  2. Refer to the Field descriptions and enter or select valid information.

Field descriptions

The following table describes the fields on the PA Annual Financial Report - Profile page.

Field

Description

Data source and Valid values

District Type

The type of district in which the school is located.

Valid values:

  • D - School District

  • C - Charter School

  • T - Career and Technology Center/Area Vocational Technical School

  • J - Special Program Jointure

General Fund

The district's general fund.

If the Full Account Format option on the System Options tab of the Fund Accounting Profile page is selected, no values are displayed in the drop-down list.

If the Full Account Format option is not selected, the values in the drop-down list are retrieved from the Organization Chart page.

Organizational Level of Function

The Function Level of the district's budget or organization code structure, as defined on the Fund Accounting Profile page.

The values in the drop-down list are retrieved from the Titles tab of the Fund Accounting Profile page.

Organizational Level of Building

The Building Level of the district's budget or organization code structure, as defined on the Fund Accounting Profile page.

The values in the drop-down list are retrieved from the Titles tab of the Fund Accounting Profile page.

Organizational Level of Funding Source

The Funding Source level of the district's budget or organization code structure, as defined on the Fund Accounting Profile page.

This defines the source of the funds to be either federal or non-federal.

The values in the drop-down list are retrieved from the Titles tab of the Fund Accounting Profile page.

Federal Funding Information: Low and High Ranges Columns

The low and/or high funding source code that represents a code or range of codes defined as federally funded.

Not applicable

Organizational Level of Institution

The Institution Level of the district's budget or organization code structure, as defined on the Fund Accounting Profile page.

This defines the institution or instructional code.

The values in the drop-down list are retrieved from the Titles tab of the Fund Accounting Profile page.

Instructional Information: Low and High Ranges Columns

The low and/or high institution code that represents a code or range of codes to which the defined elementary and secondary percentages apply. A minimum of one entry is required in this section.

Not applicable

Percentage Elementary Column

The percentage of the total dollar amount for the instructional range that applies to elementary.

Not applicable

Percentage Secondary Column

The percentage of the total dollar amount for the instructional range that applies to secondary.

Not applicable

Revenue Code Level

The Revenue Level of the district's budget or organization code structure as defined on the Fund Accounting Profile page.

The values in the drop-down list are retrieved from the Titles tab of the Fund Accounting Profile page.

Revenue Code Starting Position

The starting position of the revenue code.

Not applicable