ACCOUNT CODING Unit Course Project Fund Program Function - - PowerPoint PPT Presentation

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ACCOUNT CODING Unit Course Project Fund Program Function - - PowerPoint PPT Presentation

Dec 25, 2023 126 likes •440 views

ACCOUNT CODING Unit Course Project Fund Program Function Object XXX XXX XXXX XXX XXX XXXX XXXX Presented by Matt Roberson The Goals for Today After the training, you will have a better understanding of the new account codes that

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ACCOUNT CODING

Presented by Matt Roberson

Fund XXX Program XXX Function XXXX Object XXXX Unit XXX Course XXX Project XXXX

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The Goals for Today…

  • After the training, you will have a better understanding of

the new account codes that was recently implemented by the state of Arizona.

  • After this presentation, you will have also refined and

practiced skills you have already acquired with account code structures used for purchase order procedures in Dysart.

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Review

  • Here is a pop quiz…
  • What does the code 2213 stand for?

Instructional staff training

  • What does function 2570 represent?

Personnel Services (which would be used for non‐instructional personnel training)

  • What object code would you use for travel reimbursement?

Object code 6580

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SLIDE 4

Purposes of account codes…

  • Why do I need to know this?
  • The purpose of account codes is to ensure districts comply with U.S.

generally accepted accounting principles.

  • Proper account code use improves financial data collection, reporting,

transmission, accuracy and comparability among Arizona districts and nationally.

  • This helps us provide better information for administrators, parents, board

members, legislators, and other interested parties.

  • Accurate reporting for the dollars in the classroom calculations performed

by the Arizona Auditor General.

  • Last but not least, using proper account codes help us process requisitions

quicker!

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SLIDE 5

New Function Codes

Business Services

2320‐Executive Administration

  • Executive Director of Business

Services

  • Business Services Administrative

Assistant Business Services (Cont.)

2530‐Heads of Components Support Services‐Central

  • Director of Finance
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SLIDE 6

New Function Codes (Cont.)

Education Services

2240‐Heads of Components Support Services‐Instruction

  • Director of Curriculum

Assessment

  • Director of Instructional

Technology

  • Ed. Services Administrative

Secretary II Education Services (Cont.)

2530‐Heads of Components Support Services‐Central

  • Director of Research and

Achievement

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New Function Codes (Cont.)

Exceptional Student Services

2240‐Heads of Components Support Services‐Instruction

  • Director of Exceptional Student

Services

  • ESS Administrative Secretary II

Federal Projects/Community Outreach

2530‐Heads of Components Support Services‐Central

  • Director of Federal Projects &

Community Outreach

  • Federal Projects Administrative

Secretary II

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New Function Codes (Cont.)

Human Resources

2320‐Executive Administration

  • Executive Director for Human

Resources

  • HR Administrative Assistant

Information Technology

2530‐Heads of Components Support Services‐Central

  • Chief Information Officer
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SLIDE 9

New Function Codes (Cont.)

Maintenance

2680‐Heads of Components Operation and Maintenance of Plant

  • Director of Maintenance
  • Maintenance Office Manager

Nutrition Services

3110‐Heads of Components Food Service Operations

  • Nutrition Coordinator
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SLIDE 10

New Function Codes (Cont.)

Student Activities and Athletics

2240‐Heads of Components Support Services‐Instruction

  • Director of Student Activities

and Athletics Student Services

2170‐Heads of Components Support Services‐Students

  • Director II ‐ Student Services
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SLIDE 11

New Function Codes (Cont.)

Transportation

2740‐Heads of Components Student Transportation

  • Director of Transportation
  • Transportation Administrative

Secretary II

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New Object Codes

  • 6731‐Furniture and Equipment – Unit price less than $5,000
  • 6733‐Furniture and Equipment – Unit price $5,000 or more
  • 6734‐Vehicles – Unit price less than $5,000
  • 6736‐Vehicles – Unit price $5,000 or more
  • 6737‐Technology‐Related Hardware and Software – Unit price less than

$5,000

  • 6739‐Technology‐Related Hardware and Software – Unit price $5,000 or

more

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SLIDE 13

Instructional Aids

  • The following 6643‐Instructional Aids (capital merchandise) listed on the

Capital Determination Chart do not have a useful life of longer than one year and therefore, will be considered a 6610‐General Supply (consumable):

  • Alphabet blocks
  • Calculators (non T‐I)
  • Globes
  • Maps
  • Instructional games
  • Math manipulatives
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Team Exercise

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  • 1. Salary for a Paraprofessional

at Riverview Elementary paid by Exceptional Student Services

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 200 1000 6152 127 525

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  • 2. Transportation's Secretary

submitted a travel reimbursement form for the month of July

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 410 2740 6580 500 509

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  • 3. Registration fee for Mountain

View's Principal to attend a conference in Tucson paid by Ed. Services

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 2570 6360 123 520

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  • 4. Registration fee for a Dysart

High School Counselor to attend a conference in Phoenix

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 2570 6360 205 205

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  • 5. The Director of Curriculum

Assessment purchases a new

  • ffice table for $6,000

610 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 2240 6733 500 520

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  • 6. Dysart Elementary purchases
  • ne $1,200 trombone for band

610 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 1000 6731 101 101

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SLIDE 21
  • 7. Willow Canyon is paying a

teacher to come in during the summer to write curriculum

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 2212 6116 210 210

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  • 8. The Exceptional Student

Services Secretary needs a new battery for his/her laptop

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 200 2240 6610 500 525

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  • 9. Thompson Ranch purchases

food for a Parent Night event at their school

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 2190 6610 117 117

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  • 10. The IT Department

purchases a laptop for a Tech that cost $1,300

610 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 2580 6737 500 507

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  • 11. Valley Vista purchases an
  • nline subscription for library

books (ebooks)

610 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 2220 6641 220 220

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  • 12. Dysart High School wants to

purchase a one year online assessment subscription for the Guidance Counselor

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 2120 6644 205 205

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  • 13. Registration fee for the

Director of Federal Projects to attend a conference in Mesa using Title I money

101 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 2570 6360 500 530

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  • 14. Kingswood is having a smart

board moved and reinstalled in room B‐15

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 100 1000 6340 106 106

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  • 15. Valley Vista is renting

portable restrooms for their athletic fields

001 FUND PROGRAM FUNCTION OBJECT UNIT COURSE 620 2620 6442 220/544 220

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Recap…

  • Provide two reasons why account codes are important for everyone

at Dysart.

  • Give three account code changes that will be in effect for the 2015‐

2016 school year.

  • How are dollar limits essential to the new capital account code

procedures?

  • Are there any additional questions?