Upload Position Funding
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In Manage, select Configuration.
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Select Position Funding.
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Select Upload Position Funding.
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Select Download CSV Template.
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Modify the template.
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Select Upload.
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Map the fields as necessary.
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Select Review and Confirm.
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Select Confirm and Save.
|
Field Name |
Description |
Format |
Example |
|---|---|---|---|
|
Position Code Required |
Position Control Number or Position ID |
Characters |
10402 |
|
Account Code Required |
Account String from your Chart of Accounts that is funding a portion of this position |
Characters |
10-106-110-1000 |
|
Percentage Required |
Percentage of the position being funded by the account |
Decimal |
55.0 |
|
Start Date Required |
Position Funding Start Date (YYYY-MM-DD) |
Date |
2022-01-01 |
|
End Date |
Position Funding End Date (if applicable) (YYYY-MM-DD) |
Date |
2022-10-31 |
Delete Position Funding
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In Manage, select Configuration.
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Select Positions Funding.
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Choose the funding and select the trash can icon.
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Select OK.
To delete multiple position funding at once, use the select field to select more than one funding source.