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    5. Go to Core/Accounts/Cash Tab

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      Check the EMIS fund categories on your cash accounts. 

      Tip
      titleEMIS Fund Categories

      In the Core/Accounts/Cash grid, add the 'EMIS FUND CATEGORY' column to the grid . In by going to "More" and expand Standard Custom Fields menu. In this column, filter by '<> (space)' to query all funds that contain an EMIS Fund Category. You can also generate a report of ALL cash accounts to see if there are EMIS Fund Categories missing for accounts that require one. ODE's current EMIS manual (section 6.2 Cash record), contains a listing of available EMIS Fund Categories. If an EMIS fund category is required but the list of options don't apply, enter an "*" in the EMIS Fund Category field.


  •  6. Go to Core/OPUs
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      Review OPUs to make sure IRN numbers and Entity types are correct. 

      Tip
      You may generate an SSDT OPU LISTING report under the Report Manager or from the home screen under All Reports if desired. All OPUs must have an IRN within your district.


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