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From the SYCLE Header click on the Wrench menu and navigate to Financial Interface section.
Import Account Data
STEP 1: Go to Tools > Financial Interface > Import Account Data.
STEP 2: Select the 'Reporting Year' and click 'Choose File'.
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In addition to the message, the data grid will appear and it will contain a summary of the data imported from the spreadsheet. This can be checked to ensure that all financial data has been imported.
Map Account to Service Profile
This section is designed to reduce the list of Actions on the Account Mapping page to only Actions and Accounts that are relevant to that Service.
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If a service has been incorrectly linked, then that linkage can be deleted and the service remapped.
Map Accounts to Actions
STEP 1: Go to Tools > Financial Interface > Map Accounts to Actions.
STEP 2: Select the financial year.
On the right-hand side of the screen, the mapped accounts from the previous section (i.e. Mapping Accounts to Service Profiles) will appear.STEP 3: Expand and click on the account structure level (right side) which you wish to map with an action. It will also bring up the related service and the actions that relate to that service on the left.
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Note: If you use CAMMS Financial Integration, then the account structure will be imported automatically. You are strongly advised to carry out the account mapping manually each year as only you will know what accounts have changed from last year to this year and what new accounts have come up. |
Import to Camms.Strategy®
Go to Tools > Financial Interface > Import to Camms.Strategy®
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