/localEducationAgencies & /chartOfAccounts

Property Name

Data Type

Business Definition

1.0

accountIdentifier

string

The full 18-digit account string (“00T000000000000000”)

2.0

fiscalYear

integer

Fiscal year for which the COA is in effect for LEA accounting and reporting (e.g. 2020 for fiscal year 2020, the 2019-2020 school year)

3.0

educationOrganizationId

integer

For restricted accounts, It will be LEAID; otherwise DPI 48856

4.0

fiscalYear (under each Dimension Reference)

integer

The fiscal year for which the account dimension is valid

5.0

FundCode

string

Fund: the fund from which monies are being expended; The two-digit WUFAR fund associated with the account

6.0

ProgramCode

string

Not used by WI. "Program" in NPEFS means regular ed, special ed, vocational ed, or other; WUFAR identifies this information by fund and function

7.0

FunctionCode

string

Function: the function for which the funds are being spent; The six-digit WUFAR function associated with the account

8.0

ObjectCode

string

Object: the object on which the funds are being spent, the three-digit WUFAR object or source code associated with the account. Exists only with expenditure accounts

9.0

ProjectCode

string

Project: A code used to track expenditures associated with a particular grant, aid program, or other locally identified project. DPI assigns project codes for DPI-administered funding programs

10.0

SourceCode

string

Source: the source of funds, the three-digit WUFAR object or source code associated with the account. Exists only with revenue accounts.

11.0

accountName

string

The descriptive name given to an account

13.0

accountTypeDescriptor

string

Indicates the type of the account.one of the descriptor should be selected matching to the the third digit in the account identifier.

14.0

reportingTagDescriptor

string

A ReportingTagdescriptor will be collection used at chart of account levels to demote the F33, CRDC,SLFS,ESSATag etc. Ex: A COA would map to the Salary section on the F33 report- reporting tag would be F33, value would be Salary

15.0

tagValue

string

N/A

Retreving LEA and School data from the appropriate school year

Vendors should be able to do a GET on /localEducationAgencies and ingest the LEA details into their system.

GET on /localEducationAgencies

Retreving the DPI accounts from the appropriate year

Account data is pushed into the WISEdata API via an internal ETL job from the WUFAR Chart of Account (COA) list provided by School Financial Services team.

The /chartOfAccount endpoint is a DPI managed resource. In Wisconsin, the COA are referred as WUFAR Chart of Accounts.

Vendors should do a GET on the /chartOfAccount endpoint with educationOrganizationId as ‘48856’

• The account string generated in the COA is per the WUFAR COA in the order of :

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

  • XX-X-XXX-XXX-XXXXXX-XXX

  • EX: 10E000100110000000

• DPI loads the Balance Sheet Accounts (Current Year Beginning Balance from the Prior year Ending Balance).

• POST, PUT, and DELETE on this endpoint are not allowed.

GET on /chartOfAccounts

Changes to Chart of Accounts in a fiscal year

Chart of Accounts may be revised more than once in a fiscal year. The initial annual WUFAR Chart of Accounts update happens in the Spring, and it includes new and/or deleted accounts for the next fiscal year. Anything after the initial update would be additional accounts only (not deletes).

All the WUFAR changes will be reflected in the /chartOfAccounts endpoint and vendors may do a GET on the /chartOfAccount endpoint.

GET on /chartOfAccounts

Retreving the LEA-specific accounts from the appropriate year

All the chart of accounts are populated by DPI, but certain funds and accounts may only be used by specific school districts. This means only the specific LEAa are authorized to use theses chart of accounts. Some examples are: “Milwaukee City Paid Debt” allowed only by Milwaukee School District and "Fund 48” is allowable only for Kenosha School District.

WISEdata Finanace will have validation messages when incorrect Chart of Accounts is used by LEAs.

Vendors should do a GET on the /chartOfAccount endpoint with educationOrganizationId as /4387'

GET on /chartOfAccounts