[SchoolFinance] Account Coding in AptaFund

[Joy Duncan]

You can request through NEO to have those 6102's, 6103's etc. roll to 6100.

On Thu, Jun 27, 2024 at 3:09 PM Holly Eggleston <holly.eggleston at msad59.org>
wrote:

> Thanks for the information Sherry!
>
> On Thu, Jun 27, 2024 at 12:16 PM Sherry Moody <smoody at mcst8.org> wrote:
>
>> Hi Holly,
>>
>> I created a new chart of accounts and edited out all the accounts that
>> were not accepted in NEO. It resulted in a smaller chart of accounts but
>> overall much easier for all. My teachers really appreciate not having to
>> choose between 6100, 6102, etc.. when submitting purchase requisitions.
>>
>> Sherry
>> ----
>> Sherry Moody, Business Mgr
>> Mid-Coast School of Technology
>> 1 Main Street
>> Rockland, ME 04841
>> (207) 594-2161
>> www.mcst8.org
>>
>>
>> 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
>>> http://maillist.informe.org/mailman/listinfo/schoolfinance
>>
>> _______________________________________________
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>
>
>
> --
> 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
> http://maillist.informe.org/mailman/listinfo/schoolfinance

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