The purpose for these instructions is to allow a Sponsor to create a PO and the Bookkeeper will approve the PO. First, the Sponsor needs to be set up in SFO.
- Register by going to the website: sfo.schoolcash.net/SPXXXXXXXXXX. (insert your district name & state here – it will be the same as regular SFO URL address and click on the “Need to register for an account?” link.
NOTE: If your district uses Active Directory, you will enter your AD credentials – you will not need to register.
- Fill in all the fields then click the Submit button. You will get a message confirming your registration, and that you now have to wait for the bookkeeper to give you access to your accounts.
- Notify the School Bookkeeper that you have registered and wait for your accounts to be assigned.
- Once registered you will use the same web address: sfo.schoolcash.net/SPXXXXXXXXXX. to access your account information.
NOTE: Clicking on the Sponsor Portal logo with always bring you back to the main screen.
Once your accounts are assigned, enter the same URL address, enter the user name and password you used to register and the Sponsor Portal Main Screen displays:
My Accounts:
Click on My Accounts to see the accounts that are assigned to you:
Click on the Sponsor Portal logo to return to the main screen.
History:
Click on History and select an account to see an account balance and details on the account. The year to date information displays at the top. To see detail on an account within a date range, enter a start and end date. Select Detail (view only) to see the information on the screen or Detail (printable) to display a report that can be printed.
Vendors:
Vendor information is available to view or print.
Select an account from the dropdown.
Select the vendor that is associated with that account. Once the vendor is selected, viewable information displays. Select Detail (Printable) if you want to print out the vendor history.
Receiptees:
Receiptee information is available to view or print.
Just like the vendor, select and account and then a receiptee. The viewable information displays and can be viewed on the screen or a receiptee history report can be printed.
Purchase Request
Sponsors have the ability to create a purchase order in the sponsor portal. Once the PO is created, it is sent to the bookkeeper for review, the bookkeeper will print and post the PO.
Click on Purchase Request, fill out the PO and click Save. A confirmation message displays and the PO is saved in the Unposted Purchase Order Register.
If the PO is ready to be submitted, click the SEND BATCH button. The PO is sent to the school bookkeeper for review.
The school bookkeeper will review the PO, Print and Post into SFO.
Purchase Review
Once PO’s are posted in SFO, the Sponsor will be able to Review from this screen. All PO’s will be listed in the grid below. Click on the PO to review the details of the PO.
My Profile
Click on My Profile if you need to change your password. If a sponsor forgets their password, the bookkeeper can assign a generic password and the sponsor will come to My Profile to change. Enter the password, verify and click on Save.
Logout
Click on Logout to return to the Sponsor Portal login screen.