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general:midyearbusinesspeims_dataqualitytips [2024/09/27 20:40] – emorenogeneral:midyearbusinesspeims_dataqualitytips [2025/11/19 18:55] (current) – emoreno
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-^VVV ^Step^Completion Date^Completed By^Notes^ +===== Finance Data (Prior Year) ===== 
-| |Verify one account code exists for Matching State Funds (object 5829) in funds 240 and 410.| | + 
-| |Verify at least one account code exists for instructional staff development (function 13) with actual expenditures greater than zero.| | +^**ASCENDER Breadcrumb** ^Step^ 
-| |Verify at least one account code exists for instructional resources and media services (function 12 and object (6100-6600) with a budget and actual expenditures greater than zero.| | +|[[https://help.ascendertx.com/business/doku.php/finance/inquiry/generalledgerinquiry/generalledgerinquiry|Finance > Inquiry > General Ledger Inquiry]]|Click {{:images:smallpicklist.gif|Ellipsis Icon}} to display all funds. Verify all funds are valid for the 2025 Actual. If not, create TSDS Crosswalks (Fund to Fund).\\  \\  ActualFund - Table ID C145A| 
-| |Verify at least one account code exists for guidance, counseling, evaluation services or social work services or health services in function 31-33, object 6100-6600 with amounts greater than zero.| | +| |Click {{:images:smallpicklist.gif|Ellipsis Icon}} to display all functions. Verify all functions are valid for the 2025 Actual. If not, create TSDS Crosswalks (Function to Function).\\  \\  **TIP**: Expense function codes should not be 00.\\  \\  ActualFunction - Table ID C146A| 
-| |Verify at least one account code exists with object code 6212 for audit services.| | +| |Click {{:images:smallpicklist.gif|Ellipsis Icon}} to display all objects. Verify all objects are valid for the 2025 Actual. If not, create TSDS Crosswalks (Object to Object).\\  \\  **TIP**: Expense object codes should not end with 0.\\  \\  ActualObject - Table ID C159A| 
-| |If the organization code is 701-750, then function code should be 41, 53 or 99.| | +| |Click {{:images:smallpicklist.gif|Ellipsis Icon}} to display all Program Intent Codes (PICs). Verify all PICs are valid for the 2025 Actual. If not, create TSDS Crosswalks (Program Intent to Program Intent).\\  \\  **TIP**: Expense program intent code should not be 00.\\  \\  ActualProgramIntent - Table ID C147A| 
-| |Function 41 should not have a organization code of 999. The organization codes are typically 701-703, 720, 750 or 751. | | +| |Click {{:images:smallpicklist.gif|Ellipsis Icon}} to display all organization codes. Verify all organization codes are valid for the 2025 Actual. If not, create TSDS Crosswalks (Org to Org). | 
-| |Verify expenditures exist for object code 6491 to record Statutorily Required Public Notices.| |+| |Verify organizations 001-698 are tied to a campus ID in AskTED. If not, create TSDS crosswalks as needed (Org to Org).| 
 +| |Click {{:images:smallpicklist.gif|Ellipsis Icon}} to verify accounts with PIC 91 are using function codes 36, 51 or 52.| 
 +| |Click {{:images:smallpicklist.gif|Ellipsis Icon}} to verify combinations:\\  \\   BBB Org 701-750 should only be used in functions 41, 53, 99\\  BBB Function 71 should be used with object 65XX\\  BBB Funds 205, 255, 270, 429 should be used with PIC 24 rather than 30\\  BBB Expense objects (6XXX) should not be used with Org 000\\  BBB Expense Objects (6XXX) should not be used with PIC 00| 
 +| |Click {{:images:smallpicklist.gif|Ellipsis Icon}} to ensure fiscal years 3-6 are being reported.| 
 +| |Verify expenditures exist for object code 6491 to record Statutorily Required Public Notices.|  
 +| |Verify at least one account code exists for instructional staff development (function 13) with actual expenditures greater than zero.| 
 +| |Verify at least one account code exists for general administration (function 41) with actual expenditures greater than zero. | 
 +| |Verify at least one account code exists for instructional resources and media services (function 12 and object 6100-6600) with a budget and actual expenditures greater than zero.| 
 +| |Verify at least one account code exists for guidance, counseling, evaluation services or social work services or health services in function 31-33, object 6100-6600 with amounts greater than zero.| 
 +| |Verify at least one account code exists with object code 6212 for audit services.| 
 +| |Verify actual expenditures are reported in Fund 199, object 6144.| 
 +| |Verify expenditure accounts with function 91 or 92 (if applicable), organization code is 999.| 
 +| |Verify one account code exists for Matching State Funds (object 5829) in funds 240 and 410.| 
 + 
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 + 
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general/midyearbusinesspeims_dataqualitytips.1727469653.txt.gz · Last modified: 2024/09/27 20:40 by emoreno

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