[SchoolFinance] Account Coding in AptaFund

[Sherry Moody]

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
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