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tables:districtinformation:sharedservicesarrangement

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Shared Services Arrangement - DA1200

District Administration > Tables > District Information > Shared Services Arrangement

This tab is used to maintain financial information (actuals) for Shared Service Arrangements. You can manage financial records by shared service type, fiscal agent, and fund/fiscal year. This information may be used to review programs, staff, and/or classes for funding purposes.

Add shared services arrangements and amounts:

Field Description
YearVerify that the correct school year is displayed. If not, type the four-digit school year for which you want to add or retrieve data and click Retrieve.

Under Shared Services Arrangements:

❏ Click +Add to add a row.

Shared Services TypeType a two-digit shared services type. Or, click Ellipsis Icon to select a shared services type from the Shared Services Type lookup.
Fiscal Agent District IDType the fiscal agent's six-digit county-district number that is registered with Texas Education Agency (TEA).

❏ Click Save to save the row(s). After the record is saved, Spyglass Icon is displayed in the SSA Actuals column.

SSA ActualsClick Spyglass Icon to add the corresponding fund, fiscal year, and amounts for the selected shared services type/fiscal agent district ID. After you click Spyglass Icon, +Add is displayed under Shared Services Arrangements Amounts.

Under Shared Services Arrangements Amounts:

❏ Click +Add for the selected shared services type/fiscal agent. Complete the following fields to record the sum of all financial expenses to date related to a specific fiscal year/fund.

FundType a three-digit account fund. Or, click Ellipsis Icon to select a fund from the Shared Services Arrangements Fund lookup.
Fiscal YearType the one-digit fiscal year.
Amount

❏ Click Save.

Other functions and features:

Trashcan Icon

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

Click Save. A message is displayed confirming that you want to delete the row.

Click OK to delete the row.

Click Cancel not to delete the row.

Retrieve

Click to retrieve information from the last save. If you click Retrieve, any unsaved changes will be lost.

tables/districtinformation/sharedservicesarrangement.1658850488.txt.gz · Last modified: 2022/07/26 10:48 (external edit)