[SchoolFinance] Account Coding in AptaFund

Shelley Cummings s.cummings2 at msad17.org
Mon Jul 1 09:53:22 EDT 2024


You can edit the file in AptaFund, before creating the file that will be
uploaded to NEO.
I have to do that for a few accounts. It's a manual manipulation.
Reach out if you need help.

On Thu, Jun 27, 2024 at 11:19 AM Holly Eggleston <holly.eggleston at msad59.org>
wrote:

> Good Afternoon,
>
> We are in the process of changing software from Profund to AptaFund.  In
> Profund, the account codes could be masked to roll up to a certain object
> code.  For example we have coded more detail in our 6100 Supply lines to
> 6101, 6102 etc and masked them all to 6100.  AptaFund does not do this.
> Does anyone have a suggestion on how to get around this for the NEO
> upload?  How have others reconciled this issue?
>
> Thank you for your help!
> Holly
>
> --
> Holly Eggleston
> Finance Director
> MSAD #59
> 486 Main Street
> Madison, ME  04950
> (207) 696-3323 ext. 6
> holly.eggleston at msad59.org
> _______________________________________________
> SchoolFinance mailing list
> SchoolFinance at maillist.informe.org
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-- 
Shelley Cummings
Oxford Hills Technical School
Business Manager
207-743-7756 (opt 4)

*"The flaw in our character is our insistence on separating blue-collar
jobs from white-collar jobs, and encouraging one form of education over
another".....Mike Rowe*
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