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titleClick here to view all the use cases pertaining to the /localAccounts endpoint:

#

Use Case Title

Use Case Description

What to Submit/retrieve

1.0

Sending local accounts at the school-level

LEAs may submit local accounts that exactly map to the rolled up DPI chart of accounts when they don’t submit granular-level chart of accounts. DPI expects LEAs to submit Actuals and Budgets to the Local Account which is referenced to the DPI chart of account.

For the local accounts chosen to be submitted at the school-level, the educationOrganizationId would be the 'School ID', and the school-level local account would roll up to DPI WUFAR chart of accounts on /localAccounts

POST on /localAccount:
accountIdentifier: 10E200120110000141
fiscalYear: 2020
chartOfAccountReference:
accountIdentifier: 10E000100110000000
educationOrganizationId: 48856
fiscalYear: 2020
educationOrganizationReference:
educationOrganizationId: 2730

2.0

Sending local accounts at the district-level

For the local accounts chosen to be submitted at the district-level, the educationOrganizationId would be the 'LEA ID', and the location code is 000 in that 18 digit string

POST on /localAccount:
accountIdentifier: 10E800230251100000
fiscalYear: 2020
chartOfAccountReference:
accountIdentifier: 10E000230251100000
educationOrganizationId: 48856
fiscalYear: 2020
educationOrganizationReference:
educationOrganizationId: 6826

3.0

Sening the LEA local account more granular than the DPI chart of accounts

The Object or Source can be submitted at more granular level than DPI chart of account.

Example :

DPI CHART OF ACCOUNT:

  • [Fund-Type-Location-Object or Source-Function-Program/Project]

  • 10-E-000-100-110000-000 / Salaries

    • AccountType remains same as DPI account

LOCAL ACCOUNT:

  • Fund-Type-Location-Object or Source-Function-Program/Project]

  • 10-E-001-165-110020-000 / 2nd grade licensed teacher salary

  • 10-E-001-175-110020-000 / 3rd grade classroom teacher salary

POST on /localAccount:
accountIdentifier: 10E100165110020000
fiscalYear: 2020
chartOfAccountReference:
accountIdentifier: 10E000100110000000
educationOrganizationId: 48856
fiscalYear: 2020
educationOrganizationReference:
educationOrganizationId: 2730

4.0

Sending the LEA locat accoutn with any Function beginning with 5

Local accounts with Function beginning with 5 should be mapped to 000000.

Example :

DPI CHART OF ACCOUNT:

  • [Fund-Type-Location-Object or Source-Function-Program/Project]

  • 10-R-000-100-000000-000 / State Equalization Aid

WUFAR defines function 500000 as “district-wide” that is still used by some districts in revenue accounts. In order to validate local account functions are consistent with reporting accounts, we need to make sure that any 5xxxxx function is mapped to reporting function 000000.

LOCAL ACCOUNT:

  • Fund-Type-Location-Object or Source-Function-Program/Project]

  • 10-R-800-621-500000-000 / State Aid Equalization account

POST on /localAccount:
accountIdentifier: 10R800621500000000
fiscalYear: 2020
chartOfAccountReference:
accountIdentifier: 10R000621000000000
educationOrganizationId: 48856
fiscalYear: 2020
educationOrganizationReference:
educationOrganizationId: 1302

5.0

Sending reporting tag for local accounts

LEAs should be able to submit the local account identifier with an ESSA tag as Exclusion or ProjectProject tag along with associated Project dimension.

See this document for more samples.

Example:

LOCAL ACCOUNT:

  • 10-E-800-581-221250-400

  • Essa: Exclusion

  • ProjectProgram: FedPerkins

POST on /localAccount:
accountIdentifier: 10E800581221250400
accountName: Instructional Technology Hardware
fiscalYear: 2020
chartOfAccountReference:
accountIdentifier: 10E000581221250000
educationOrganizationId: 48856
fiscalYear: 2020
educationOrganizationReference:
educationOrganizationId: 3166
reportingTags:
reportingTagDescriptor: uri://dpi.wi.gov/reportingTagDescriptor#ProjectProgram
tagValue: FedCharters
reportingTagDescriptor: uri://dpi.wi.gov/reportingTagDescriptor#Essa
tagValue: Exclusion

...

JSON Sample:

Expand
titleClick here to view view the JSON sample for posting the /localAccounts endpoint:
Code Block
{
    "chartOfAccountReference": {
      "accountIdentifier": "80B000000939900000",
      "educationOrganizationId": 48856,
      "fiscalYear": 2023,
},
    "educationOrganizationReference": {
      "educationOrganizationId": 7533,
},
    "accountIdentifier": "50B000111456000000",
    "fiscalYear": 2020,
    "accountName": "TEST Finance API",
    "reportingTags": [{
"reportingTagDescriptor": "uri://dpi.wi.gov/reportingTagDescriptor#S"
}],
  }

...