WARNING: Only forms that have not been submitted can be deleted. Selecting the DELETE button permanently deletes the form from the system. It will not be recoverable once deleted.
The Financial Report screen provides an Organization’s revenue and expenditure data for a specific period. Designated Organizations will submit Financial Reports as follows:
· In late January, with the information based on December 31st data.
· In late July, with the information based on June 30th data.
To access Financial Report
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Financial Report. The Financial Report list screen displays.
To view or modify Financial Report
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Financial Report. The Financial Report list screen displays.
3. Select View or Modify next to the reporting period that you would like to view or enter data. The Financial Report Details screen for the designated reporting month is displayed.
4. Enter data, if appropriate.
5. Select Save. A confirmation screen displays.
6. Select
<Edit to return to the Site Enrollment screen.
-OR-
Select Finish to return to the Site Enrollment list screen.
Note: The form is automatically submitted when all required fields have been completed without errors and the user selects the Save button. If you do not correct the errors, the form status is “Error”.
To delete Financial Report
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Financial Report. The Financial Report list screen displays.
3. Select Modify next to the reporting period. The Financial Report Details screen for the designated reporting month is displayed.
4. Select DELETE on the Edit menu in the top-right corner.
5. The system transfers you to the bottom of the screen and a warning message is displayed.
6. Select the Delete button at the bottom of the page. A confirmation message displays.
7. Select Finish.
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WARNING: Only forms that have not been submitted can be deleted. Selecting the DELETE button permanently deletes the form from the system. It will not be recoverable once deleted. |
To enter Internal Use Only information
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Financial Report. The Financial Report list screen displays.
3. Select Admin next to the reporting period that you would like to update. The Site Enrollment screen for the designated school year selected is displayed.
Note: The Admin option is not available if the form status is “Not Started” (i.e., the Organization has not started to work on the Site Enrollment report).
4. Enter information in the Internal Use Only section.
5. Select Save Internal Use Only.
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TIP: If you are viewing the form and have the security rights to update the Internal Use Only section, the user can also select INTERNAL USE ONLY on the Edit menu in the top-right corner of the application screen to access the Internal Use Only section of the screen. |
