State of Connecticut UCOA Municipal Training Videos

Documentation

Municipal Training Manual for Entering Annual Data

Below is the Training manual for the Municipal Training Manual for Entering Annual Data.

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Municipal Training Manual for New Chart of Accounts

Below is the Training manual for the Municipal Training Manual for New Chart of Accounts.

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How to Gain Access

Below is a short description of how to request access to the State of Connecticut UCOA Municipal Web Application

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Upload Process

Intro and Uploading the CSV file

Video Sections
1. Introduction (0:00)
2. Generating the Trial Balance (3:36)
3. Creating the CSV File (5:09)
4. Uploading the CSV File (9:02)
5. Identifying New Accounts (13:31)

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Adding New Accounts into the Tool

Video Sections
1. Background Information on Mapping Tool (0:00)
2. Manually Adding New Accounts (3:54)
3. Manually Adding New Accounts with New Segments (9:44)
4. Adding New Segments into the Tool (11:31)
5. Adding Accounts with the Excel Import/Export Tool (14:52)
6. Uploading the Account Import file with existing segments (27:07)
7. Uploading the Account Import file with new

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Mapping New Accounts and Certifying

Video Sections
1. Mapping New Accounts (0:00)
2. Overriding Account Maps (3:24)
3. Publishing the Map (5:50)
4. Re-Validating the CSV File (6:58)
5. Review and Certify (8:31)

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Manual Process

Introduction

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Mapping the Trial Balance

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Enter Accounts into the Mapping Tool

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Reviewing and Certifying

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Updating Mapping in future years

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New Chart of Account

1 .Introduction     

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2 .Generate your Trial Balance     

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3. Creating a New Chart     

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4. Importing Chart into Tool     

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5. Mapping your Segments     

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6. Import Segment Map     

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7. Automapping your accounts     

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8. Publishing the Map     

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9. Creating the CSV File     

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10. Uploading the CSV file     

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11. Review and Certify     

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