Financial Management

Inactivate / Close Fiscal Year
What This Process Does This process inactivates account year masters for a fiscal year. Best Practices The fiscal year should be inactivated ...
Fri, 12 Nov, 2021 at 9:53 AM
Inactivate / Close Fund
What This Process Does This process can be used to Inactivate (Close) a fund for a fiscal year in mass. Best Practices Not Closing Fiscal Yea...
Wed, 15 Jun, 2022 at 5:10 PM
Inactivate Account Masters
Main Page → Financial Management → Documentation → Maintenance → Inactivate Account Masters What this process does This report will inactivate or a...
Tue, 5 Oct, 2021 at 10:03 AM
Journal Entry Audit Trail
What This Process Does This process automatically runs after you enter a Journal Entry and cancel out of the Add Journal Entries screen. It allows you ...
Wed, 15 Jun, 2022 at 5:12 PM
Journal Entry Distribution
What This Process Does Activity is created in Financial Management for posting. Undistributed amounts will be moved to the distributed amounts column ...
Thu, 12 May, 2022 at 9:22 AM
Journal Entry Processing Steps
All of the Normal / Standard Processing Steps displayed below may, or may not, appear on your organization's task bar, and/or additional tasks not displ...
Mon, 25 Jul, 2022 at 11:12 AM
Maintain and Review the Recurring Receipt that was built
What This Process Does Maintain Recurring Receipts added using the Build Recurring Receipts process. Best Practices Use of Recurring Receipt ...
Wed, 22 Jun, 2022 at 8:02 AM
Maintain Fund Definition
What This Screen Shows The browse screen should show all active funds in OpenRDA. When a fund is selected, the maintain screen defines how a fund is c...
Wed, 25 May, 2022 at 10:55 AM
Maintain Fund Groups
What This Screen Shows The browse screen should show all user-created fund groups. When a group is selected, the maintain screen shows the following: ...
Wed, 30 Mar, 2022 at 12:25 PM
Maintain Funds
What This Screen Shows This screen shows preset fund types that are used in conjunction with the Fixed Assets module. This screen also allows you to c...
Wed, 25 May, 2022 at 10:55 AM