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budget:tables:accountcodes:organization

Organization - BUD2100

Budget > Tables > Account Codes > Organization

This tab is used to establish and manage the three-digit numeric code that is used to identify each campus and administrative organization (e.g., high school, middle school, elementary school, superintendent's office, tax office, data processing, etc.). The organization code portion of an account number must exist in the organization code table before an account number can be entered in the Budget application.

Note: The list of organizations also reflects deduction codes added from the payroll deduction code table. These deduction organizations will apply to fund 863 only. For example, if an LEA has an organization code of 001, which is a high school campus and has a deduction code in Payroll as 001 for additional federal withholdings, the high school campus name will default in the Organization Description field.

Set up an organization code:

❏ Click +Add to add a row.

Field Description
Organization CodeType the organization code for the account. The field can be a maximum of three digits.
Organization DescriptionType the organization code description. The field can be a maximum of 30 characters.

❏ Click Save.

Other functions and features:

Retrieve

The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.

PrintClick to print the report. The following Account Code Table options are displayed:
Trashcan Icon

Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.

Click Save.

budget/tables/accountcodes/organization.txt · Last modified: 2022/01/31 21:27 by emoreno