ETR Rules

In this guide, we will be covering a few ETR rules to keep note of.

Let's get started!

Here are common ETR Rules that you can follow:

1. Program Codes starting with a seven (7) can only be used for accounts starting with a six (6).

Program field with a dropdown to select codes

2. Journal Line Reference (PO number) is required if using Program Codes, starting with a seven (7).

Reference field for a user to input a PO number

3. The Amount field can NOT be blank.

Amount field where user can input an amount

4. The Account and Fund Fields can NOT be blank.

Account and fund fields where user can select from a dropdown

5. The Department fields can NOT be blank for revenue (accounts starting with a five) / expense accounts starting with a six.

Department field where user can select from a dropdown

6. Program Codes 8100-8106 are required for SSFGF Fund and accounts starting with a six (6).

Program field where user can select from a dropdown

7. The Department / Program / Class / Project fields are NOT needed for accounts that start between one through four.

Department, Program, Class, and Project fields

8. Journal Line Description is required.

Line description field

That's it!

For additional ETR User guides, please use any of the following links below:

If you have any questions or concerns, please contact Accounting Services and Financial Reporting at  [email protected].