BA4 Transactions
- Common Types of BA4 Transactions
- Process an Amendment
- Copy Amendment transaction
- Process an Award Transaction
- Process Direct Expense transaction
Set-up
Permissions
- Find someone in BA
- Set BA permissions
- Add a person to BA
- View reports as another user
- Add another person to view as
Monthly tasks
- Data Import Tool/Post Transactions
- Split Transactions to Post in Different Activity Codes in the Same Fund
- Prepare for Reconcile Process
- Reconcile Statements
Year-end and New Fiscal Year Tasks
- Creating next fiscal year CFOPAs
- Reverting new fiscal year CFOPs to Active
- Set new fiscal year CFOPs as Current Year
- Reconcile Period 14 statements