[SchoolFinance] Account Coding in AptaFund

[Holly Eggleston]

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
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>
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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
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