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Contract Support if there are any questions on the following:
Identify site ACFR Administrator
1. ACFR - Portal administrator
  - Support relies on this being correctly defined when directing clients to site admin for ACFR user access needs
2. Adding technical contact to Admin Center workspaces
  - This can be a single administrator or a group email if IT shares responsibly
3. How to gain Org Admin access to Admin Center
  - All site administrators should be configured as Org Admin in Admin Center, Org Admin administrate all other users.
  - Support has instructions Org Admin can follow to correct Groups and Links are added to administrate and access ACFR
  - Site Admins then setup other users to use email to OKTA authenticate then create users and roles for ACFR use
4. Import or manually add users to Okta
  - If site wants Support to access ACFR and do independent review site admin must setup specific Support tech with OKTA and ACFR role and permissions to assist.
5. ACFR - OKTA authentication inactive user
Has ACFR been deployed? Is ACFR ready for implementation training or site use?
1. ACFR - Dashboard URL
  - If OKTA authentication screen does not display the URL is wrong or site has not been fully deployed to use ACFR.
  - Can users access the dashboard URL, does it prompt for OKTA authentication by email and credentials?
  - Users that are not configured for OK
2. Unable to see content in ACFR
3. ACFR - Add users as role members
4. ACFR - Train database
ACFR Training
- ACFR Training Material
- https://tylercommunity.tylertech.com/acfr_statement_builder/m/acfr-statement-builder-cloud---training
ACFR Menu
- ACFR - No menu or program options display for user
ACFR Backups, Restore, Refresh
ACFR Imports & Enterprise ERP Export for ACFR
ACFR Templates & Reports
ACFR Reconciliation Notes
- ACFR - Error saving Reconciliation Notes data
- ACFR - Add option grey or unavailable for Reconciliation Notes
ACFR Agency & Entity
ACFR Account Groups
ACFR Fund Maintenance
- ACFR - Fund Maintenance - Uncheck General Fund option
ACFR Fund Level Adjustments
ACFR Cash Flow Adjustments
- ACFR - What makes cash flow off
ACFR Adjusting Entries
- Modify or reverse Adjusting Entries- ACFR
- ACFR - Do Adjusting Entries carry forward by design
ACFR Attachments
- ACFR - Document Attachments
ACFR Close & Open Fiscal Year
Enterprise ERP & SSRS

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Version	Old Version 1	New Version Current
Changes made by	Knowledge Assistant	Knowledge Assistant
Saved on	Jan 02, 2025	Jan 02, 2025

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