Wednesday, May 4, 2011

Financial Reporting - Software & Forms (CA Dept of Education)

Financial Reporting - Software & Forms (CA Dept of Education)

Financial Reporting

Software used by local educational agencies in preparing budgets, interim reports, and year-end financial reports to the California Department of Education.

SACS2011 Budget Software

On this page you will find links to the Standardized Account Code Structure (SACS) SACS2011 software and to any known problems and fixes. The SACS2011 software contains the components necessary to prepare the 2011–12 budget reports. We anticipate releasing the SACS2011ALL software in early July. At the bottom of this page, there is also a link to the prior year software.

SACS2011setup.exe (EXE; 26MB)

Before beginning the download, identify (or create) a clean subdirectory into which you will download the SACS2011setup.exe zipped file. Right-click on the SACS2011setup.exe link above, select "save link as" (or "save target as" or "copy to folder"), then select the subdirectory into which the SACS2011setup.exe file will be downloaded.

Once the file has been downloaded, use Windows Explorer to find the SACS2011setup.exe file, then double-click on the file and follow the prompts to install the software.

When the SACS software is installed on your computer, the financial reporting calendars and the SACS Software User Guide will be automatically copied into your C:\SACS2011\Calendars and Manuals subdirectory. To find the financial reporting calendars and the SACS2011 Software User Guide, use Windows Explorer and navigate to your C:\SACS2011\Calendars and Manuals subdirectory. In addition, to help make the software easier to use, the SACS Software User Guide is accessible from the Help menu and also from within the forms and processes in the software by pressing F1.

What's New?

Please refer either to the "What's New" section of the SACS2011 Software User Guide or to the readme.txt file installed with the software for a summary of the changes made to the SACS2011 budget forms and process. Also, be sure to check "SACS2011 Software: Known Problems/Fixes" below for any updates subsequent to the SACS2011 software release.

Need to Update Your Validation Tables?

The SACS2011setup.exe file (above) contains the most current validation tables at the time the software was released, dated May 2, 2011. Any subsequent validation table updates will need to be downloaded and added to the software. The Validation Tables page contains software update instructions.

SACS2011 Software: Known Problems/Fixes

The SACS2011setup.exe file (above) will not include fixes made subsequent to the SACS2011 software release. If any problems are found, we will list them on the SACS2011 Software: Known Problems/Fixes page and provide any revised files or workaround instructions. All revised files will need to be applied separately after the software is installed.

Financial Reporting and Fiscal Oversight Calendars

County Office of Education (COE) Calendar 2011
COE Oversight Calendar 2011
District Calendar 2011
Summary Calendar 2011

The SACS2011setup.exe file (above) also downloads these calendars to your C:\SACS2011\Calendars and Manuals subdirectory.

Prior Year Software

The prior year SACS2010ALL Software used to report the 2010–11 budget and interim reports and the 2009–10 unaudited actuals is also available.

The prior year Charter School Alternative Form used to report the 2009–10 unaudited actuals is still available.

Need Assistance?

For assistance with the SACS software or the Charter School Alternative Form, districts should call their county office of education, and charter schools should call their authorizing agency. County offices may contact us using the contact information in the Questions Section of this page.

Questions: Financial Accountability & Information Services | sacsinfo@cde.ca.gov | 916-322-1770