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Upload School District Files

Each fiscal year, there are some files that have to be provided to inform the reports that are generated from the general ledger. For ease of use, we’ve provided an interface for uploading these files for each school district. Once these files are configured, they are set for the school year and will be applied to all reports generated within the respective fiscal year.

Note: This interface is only accessible to System Administrators.

Note: At this time the system does not support parsing Excel files that have a password. Please remove the password before submitting any files to this process.

How to Configure Files for a School District

Follow these steps to configure files 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
    Entity Selection

  1. Click on your avatar in the top right corner of the screen.

  2. From the dropdown menu, choose Entity Settings.

    Entity Settings Menu Button
    Entity Settings Menu Button

  1. In the Entity Settings menu, select the Files tab.

  2. In the “Files by Fiscal Year” table, locate the fiscal year for which you need to upload files. If you have not uploaded any files previously, it will display “No File.” Otherwise, it will show the current filename you’ve uploaded before.

    Files by Fiscal Year Table
    Files by Fiscal Year Table

  1. To upload the Previous Year AFR File, click on its upload button in the “Files by Fiscal Year” table. This action opens your computer’s file system, allowing you to select the appropriate file.

    This will also kick off the process to parse general ledger information from the AFR and generate CSR chart data, described here.

  2. Similarly, to upload the Budget file, click on its upload button in the same table, and select the respective file from your computer.

    Note: Ensure that you have the correct files available for the specific fiscal year and school district you are configuring.

  3. After selecting the files, confirm the upload. The files will be uploaded and used automatically when generating reports for that fiscal year and school district.

    Note: The Previous Year AFR File and Budget file are essential for accurate report generation in NGSB. These files provide historical data and budgetary information, respectively.