Description of Issue

Is there a single point of reference to help address ACFR questions and issues?

Context

Annual Consolidated Financial Report (ACFR)
Configuration & Set Up
Tyler Deploy
TCP Ecosystem (portal)
Admin Center

Cause

Questions about administration, configuration, or common issues.

Resolution

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
- How to create an Agency in ACFR SB
- https://tylercommunity.tylertech.com/tyler/acfr_statement_builder/b/annual-comprehensive-financial-report-statement-builder-cloud/posts/acfr---agencies-and-entities
- ACFR - Fiscal Year not showing in drop down
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
- SSRS report needed that includes ACFR Fund Type as shown in Chart Manager
- How to verify if the year has been closed in MUNIS

Additional Information

Site Administrates their own ACFR setup and configuration. This is due to OKTA 2 factor authentication limiting support access. Turnover at site can cause confusion and administrative gap that needs to be addressed so sites can continue to manage their system and users.
Join ACFR Statement Builder group on Tyler Community to receive email updates, change notifications, access available documentation and training materials
- https://tylercommunity.tylertech.com/acfr_statement_builder
ACFR Help Option

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