Account Translations

Use the PEIMS Account Translations page to assign district-defined key organizations and accounts to PEIMS funds, functions, objects, organizations, programs, and years. This page also allows users to load translations, update multiple records simultaneously, and generate account translation reports.

Refer to the Budget Preparation and Fund Accounting sections for more information on Organization Charts. 

Menu Path

Choose PEIMS from the main navigation menu, then choose All. Click Account Translations.

Selection Rule

The report includes all account translations for the selected year.

Mass Change

Use this page to bulk update PEIMS account translations based on the given selection criteria and replacement values entered.

1. Choose Mass Change.

2. Select the Year.

3. In the Selection Criteria section, enter the data for fields you want to update.

   Leave the selection criteria blank to update all translations.

4. In the Replacement Values section, enter the new values you want to bulk update. 

5. Click Accept, then Yes.

Load Data

1. Choose Load Translation. 

2. Select the Ledger Year to Load. This is the year for which to build the translation table.

3. Select the Level of Function, Level of Organization, Level of Program, and Level of Year.

   In the Level of Year field, select F if the year is the fund's fourth digit.

4. Enter the Fund Balance Accounts.

5. Click Accept.

Maintain Data

You can correct loaded data before generating the report. 

1. On the PEIMS Account Translations page, specify Search Criteria and click Search.

2. To add a record, click Add new. Fill out the information and click Accept.

3. To edit, double-click the record. Update the information and click Accept. 

4. To delete a record, select the record and click Delete. Click Yes.

Create File

1. Choose Report.

2. Select the Year and click Accept.

3. Select the Destination for the report:

   • Select File to save the report in .rpt format. In the File Name field, specify a path and file name.

   • Select Screen to save the report in .pdf format.

   • Select Excel to save the report in .xls format. Select the required Excel Options.

4. Save the file.