Code Checks

What is a Code Check?

The code check process in NGSB helps to ensure the accuracy and integrity of the financial data within a school district’s general ledger. By programmatically analyzing the account codes, expenses, and revenues associated with each entry, NGSB applies predefined rules to identify and highlight any invalid or erroneous entries.

Interpreting Code Check Results

After the code check is completed, you can view the results. The code check results are categorized into Errors, Warnings, and Tips.

• Errors highlight entries that require immediate attention and correction.
• Warnings flag unusual configurations that may need further investigation.
• Tips provide additional helpful information for users, akin to expert advice when manually creating ledgers.

Code Check Results

Each code check result provides valuable information, including the severity of the violation, the line number in the original file where the issue occurs, a description of the violation, and the corresponding amount. Clicking on an individual result provides an explanation for why the corresponding line is in violation and steps that can be taken to address it.

If your ledger has no results to display in the code check, your ledger is considered pristine by NGSB standards and is an ideal candidate for report generation.

How To Run a Code Check

Follow these steps to run a code check for a school district in NGSB:

1. Log into NGSB using your credentials.

2. On the left side of the navbar, locate the entity selector. If you haven’t navigated anywhere else yet, you can also select the entity in the center of the screen.

   
   

   Entity Selection

3. In the navigator, select Code Check to view any existing code checks for your school district. This includes code checks for previous fiscal years as well.

   
   

   Code Check Navigation

4. If you want to see code check results for a previous general ledger, click the View button next to any item in either the General Ledger table or the Previous Code Checks table.

   
   

   Code Check View Buttons

5. To run a new code check, click the Upload button in the top right corner of the General Ledger table.

   
   

   Upload General Ledger Button

6. Drag and drop your general ledger file into the provided space, or click the space to open your computer’s file system and select the file directly. Please note that the application currently accepts only CSV or Excel files.

   
   

   Upload General Ledger Form

7. Add a display name for the general ledger, select the fiscal year to which the general ledger should be applied, and choose the File Status. The File Status can be either “Draft” or “Final,” and only “Final” general ledgers can be used to generate AFRs and CSRs.

8. Once you have filled out all the necessary information, click the Submit for Code Check button. The application will display a loading bar indicating the progress of processing the ledger. When the loading bar for the code check is completed, the page will update automatically to display the results.

9. Once the code check is completed, you will be able to view the results as described in the previous section.

10. You can also export the code check results to a CSV file by clicking the Download CSV button in the top right corner of the Code Check Results container.