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finance:tables:accountcodes:organization
Organization - FIN2200
Finance > 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.
- All three-digit organization codes and description names (up to 30 characters) are entered or maintained on this page.
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 a district 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 Code |
Type the organization code for the account. The field can be a maximum of three digits. |
| Organization Description |
Type 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. |
|---|---|
| +Add |
Click to add a row to the grid or press ALT+1. Note: When using ALT+1 to add a new row to the grid, you must use the 1 key on the keyboard, not the 1 key on the numeric keypad. |
| Print account code data.
Fund/Fiscal Yr
All Account Code Tables - prints all the Account Codes tab pages. |
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Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
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finance/tables/accountcodes/organization.txt · Last modified: 2022/01/31 21:12 by emoreno