SchoolFunds Online Support Portal

Issue and Manage Checks 22

• Checks: Fast Flow!
• Create a New Check Using an Encumbered PO
• New Check with an Encumbered PO Field Explanations
• Create a New Check (Without an Encumbered PO)
• New Check (Without an Encumbered PO) Screen Field Explanations

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Issue and Manage Receipts 17

• Receipts: Fast Flow!
• SFO - Entering Receipts: New
• Create a New Receipt to be Printed
• New Receipt - Detailed Field Explanations
• Creating New Manual Receipts (receipt won't be printed)

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Create and Manage Journal Entries (JE's) 35

• Bank Interest JE Using Multiple Accounts
• Journal Entries - SFO
• How to Post a Bank Interest/Other Credits Journal Ent
• Bank Charge JE Using Multiple Accounts
• How to Create a Bank Charge/Other Debits Journal Entry

View all 35

Issue and Manage Purchase Orders (PO's) 19

• PO: FAST FLOW!
• How to Create a New Purchase Order (to be printed)
• How to Create a Manual Purchase Order (not to be printed)
• Purchase Order Screen Field Definitions
• How to Edit an Unposted Purchase Order

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Generate SFO's Register Reports 10

• Void Check Register
• Check Register
• Void Receipt Register
• Receipt Register
• Journal Entry Register

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Generate and Analyze Accounting Reports 31

• Vendor History Report
• Vendor Listing Report
• One Time Vendor Report
• 1099 Report - Individual School
• Generating and Managing 1099 Reports in SFO

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Reconcile your Bank Account 11

• Reprinting a Bank Reconciliation Report
• Bank Reconciliation Process
• Bank Reconciliation - Step 1 Additional Information
• Bank Reconciliation - Step 2 Additional Information
• Bank Reconciliation - Step 3 Additional Information

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Prepare for Year End in SchoolFunds Online 2

• Year End Rollover - Step by Step Instructions for School Users
• Year End Rollover - Purchase Order Instructions

Explore Admin Functions for District Administrators Only 48

• How to Close an SFO-Only Account
• Consolidated Reporting
• WV State Financial Report
• Consolidated Search
• Audit

View all 48