Buckets Overview (Manage)
Buckets are collections of accounts grouped according to rules and filters. Buckets can be based on Expenditures, Revenue, or a combination of Revenue and Expenditure Accounts. You must choose one when creating the bucket.
You may also upload Frequently Asked Questions for each Bucket.
Explanation of Fields- Buckets in Manage
|
Field Name |
Description |
Format |
Example |
|---|---|---|---|
|
Name Required |
The name of the Bucket. Must be unique with personnel/non-personnel |
Characters |
Title 1 |
|
Code Required |
A unique identifier for this Bucket |
Characters |
123abc |
|
Type Required |
Indicate if the bucket is for expenditure, revenue, or expenditure and revenue |
Characters |
expenditure |
|
Description |
Brief 100 character description of the bucket's purpose |
Characters |
Funds provided from the Federal Government for low-income students |
|
Segment Type |
A segment type from your chart of accounts that you wish to scope the bucket to |
Characters |
fund/object/program/function/etc. |
|
Operator |
How you want to match account codes within the given segment type |
Characters |
equals/not equals/range includes/range does not include/starts with/does not start with |
|
Segment Code |
The code(s) you want to match against. For ranges use `-` in between the codes. |
Characters |
fund equals 10029, object range includes 1-999, function starts with 70 |
|
Roles |
The names of Roles you want to see this bucket. Comma separated |
Characters |
Principal,Bookkeeper,Superintendent,Department Head |
|
Rollup Widget Template |
The Rollup Widget Template you wish to use to rollup accounts |
Characters |
Central Office Account Summary |
|
Question 1 |
Frequently asked question #1 relevant to this bucket. Must be in quotes with a limit of 150 characters. |
Characters |
"What important things should I look for?" |
|
Answer 1 |
The answer or response to frequently asked question #1. Must be in quotes with a limit of 1500 characters. |
Characters |
"An answer to a frequently asked question." |
|
Question 2 |
Frequently asked question #2 relevant to this bucket. Must be in quotes with a limit of 150 characters. |
Characters |
"What important things should I look for?" |
|
Answer 2 |
The answer or response to frequently asked question #2. Must be in quotes with a limit of 1500 characters. |
Characters |
"An answer to a frequently asked question." |
|
Question 3 |
Frequently asked question #3 relevant to this bucket. Must be in quotes with a limit of 150 characters. |
Characters |
"What important things should I look for?" |
|
Answer 3 |
The answer or response to frequently asked question #3. Must be in quotes with a limit of 1500 characters. |
Characters |
"An answer to a frequently asked question." |
|
Question 4 |
Frequently asked question #4 relevant to this bucket. Must be in quotes with a limit of 150 characters. |
Characters |
"What important things should I look for?" |
|
Answer 4 |
The answer or response to frequently asked question #4. Must be in quotes with a limit of 1500 characters. |
Characters |
"An answer to a frequently asked question." |