QUESTION:

What district permission settings are available for Receipts?

 

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

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

 

PROCESS: 

From  Admin > District > Receipt Settings  

 


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

  

Require Cash And Check Amounts On Receipts:

  • Selecting this option will require that all receipts have Cash and/or Check amount entered in the appropriate fields before saving the receipt.

 

Require Beginning And Ending Receipt Numbers On Receipts:

  • Selecting this option will require all receipts to have a Beginning and Ending receipt number entered on each detail line in the appropriate fields before saving the receipt.  
  • These numbers usually reference the teacher’s receipt book numbers.

 

Prevent Back-Dating Receipts:

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

 

Prohibit Users From Changing Printed Receipt Numbers:

  • This option will prevent users from changing the Starting Receipt Number to be printed on both the My Profile screen and the Print Receipt screen.


 Require Category Selection on Receipts:  

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


Enable Receipt Tax Capturing:  

  • If you plan to capture Sales Tax on Receipts, you must check this box and complete the 3 fields below this option.
  • This function calculates the Receipt Tax rate for each receipt that is designated as taxable and creates a detail line for that tax.  
  • If you just need the schools to print the “Tax Due on Receipts” report, please skip this option and choose the “Receipt Tax Reporting” option on each school’s profile screen.  
    • Designate the Tax Account To Be Used – Enter the designated Sales Tax account number from your Chart of Accounts.
    • Receipt Description – Enter the text you would like printed on each receipt’s Sales Tax detail line.
    • Receipt Tax Rate – Enter your tax rate in the format shown.  If a school’s Receipt Tax rate differs from the County rate, the user will be able to change it on the User> My Profile screen.
    • Prevent Prior Month Receipt Tax Edits – Selecting this option will prevent users from editing receipt tax on a prior month.

 

Enable Automatic Deposit Ticket Process:

  • This option will require school users to use the Detailed $ Counter when creating receipts.  
  • Once receipts are created and the deposit is posted, a Deposit Ticket Summary and a Deposit Ticket will automatically be created.
  • A Deposit Analysis will not be generated for this feature.