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Additional Reporting Instructions

Links to Additional Reporting Instructions

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In the School Financial Services (SFS) reporting process, there are times when additional information can assist the end-user in understanding how some of the portals operate or how to correct an error that has been discovered.

Click a link below for more information.

Columnar Explanation for the Status and Due Date

This page summarizes the reports collected by the SFS team. The team collects data to fulfill its responsibility to pay state aids or it collects data required by statute. Forms specific to district auditors are listed last under Auditor Due Dates.

Fix an Unauthorized Account Error

On this page one can find basic guidance and contact information when an error has been occurred in Employee Benefit Trust (Fund 73), Capital Expansion Fund (Fund 41) and Long Term Capital Improvement Fund (Fund 46).

Fix Residual Transfer Error

How to deal with an error discovered when a residual amount being transferred between funds.

PI-1505 SE Edit Resolution

After submitting their PI-1505-SE Special Education Annual Reports, users might receive an email from the SFS consultant describing an issue that may need to be resolved with an edit to their report. This page describes what triggers these edits, what they mean and how to resolve them.

PI-1563 Pupil Count Reporting Instructions

The SFS Team provides a "reporting portal" through which districts will access all required SFS Team reports. These instructions are designed to guide district staff to the PI-1563 Pupil Count reporting program and to the instructions for completing this report.

PI-1804 Summer School Report Instructions

The SFS Team has created a "reporting portal" through which districts will access all required SFS Team reports. These instructions are designed to guide district staff to the PI-1804 Summer School Report program and to the instructions for completing this report.

SAFR/Special Ed Strip File Instructions

Strip files are text files with data in different formats and this page assists the end-user in understanding the correct format.