ISSUE:

The Admin > District > District Information is where the district setup process begins.  

 

PROCESS: 

From  Admin > District > District Information  

 



Once the required information has been entered, click the SAVE button in the middle of the screen.  



** District Name and Address:  (required)

  • Enter the district name on the first line.   
  • Enter the district’s mailing address.  

Fed Tax ID #:  

  • Enter the Federal Tax ID number for the district.
  • NC schools will turn on Sales Tax Reporting instead of using this field.

 

** GL Account Template:  (required)

  • Using the number sign (#), create the format that will be used as a template for the district wide chart of accounts.  
  • You may use a period ( . ) as a separator to allow for sub accounts.
  • Including separators, there is a 15 digit maximum.
  • The example above is ####.### for a 4-digit plus 3-digit account structure.
  • If any schools would have a need for sub accounts, add a separator, and leave enough number spaces in the template.  
  • WARNING:  Once the account format is saved, it will be used as a template for all accounts at all schools and cannot be changed.  Be sure this template is correct before saving this screen. 

 

** Default Cash Account:  (required)

  • This will be the account number used at all schools for the Cash/Checking Account.  
  • Note:  Once this account number is entered, it cannot be edited or deleted.

 

** District Number:  (required)

  • Enter the school district number.

 

** Fiscal Year Start:  (required)

  • Enter the first day of the fiscal year for which balances are being entered.
  • This Fiscal Year Start date is used to determine beginning year balances for Consolidated Reports.  
  • This date will be updated each year after the year-end process has been completed for all schools.   
  • A confirmation message will display any time this Fiscal Year Start date is being changed.  

 

Tax Rates - County (NC Only) and Effective Rates/Dates

  • North Carolina districts will select their home county and enter the current sales tax rates for State, County, and Local, if applicable.

 

** License Agreement:  (required)

  • Click on the “I Agree” option to agree to the standard TRA, Inc. software license agreement.