QUESTION:

What district permission settings are available for Checks?

 

District Admins have several options for restricting or allowing user permissions related to Checks. 

The options on the District Check, PO Settings screen can be changed by a District Administrator at any time.

 

PROCESS: 

From  Admin > District > Check, PO Settings  

 

 

 Once the desired options have been selected, click the SAVE button at the bottom of the screen.  


 Prohibit Users From Adding Outstanding Checks After Setup:  

  • This option will prevent users from entering outstanding checks after SFO setup. 

      

 Prohibit Users From Changing Printed Check Numbers:  

  • This option will prevent users from changing the starting check number to be printed on both the My Profile screen and the Print Check screen.

 

Prevent Back-Dating Checks:   

  • Selecting this option will prevent users from back-dating a new check.

 

Require Check Approval:   

  • Selecting this option will require that all checks created in SFO be approved electronically by the principal or designee before printing and posting.  
    • The school user will enter and save each check.  
    • The principal then logs into SFO, goes to Check, Approve Check, and selects the check to approve. 
    • Once approval is complete, the school user will be able to print and post the check normally.


 Require Category Selection on Checks:  

  • Selecting this option will require that all checks in SFO have a category assigned before creating.


Check Threshold Amount:  

  • Entering a dollar amount will prevent users from creating checks above the threshold amount.