QUESTION: 

What are School Levels and how do I create them? 

 

RESPONSE: 

  • School Levels are used to group accounts when creating the district-wide chart of accounts.  
  • As you create the district-wide chart of accounts, you will assign each account to a level. 
  • By setting up levels, not all schools will be required to have every account within the district-wide chart of accounts.  

 

PROCESS: 

From    Admin  > School Levels

 

Levels are entirely user-defined.   For example, you could setup a “high” school level, a “middle” school level, and an “elementary” level.  

 

 

To create a new School Level:  

  1. Enter the Name – up to 10 characters and/or numbers to identify the level. 
  2. Enter the Description of the level.  
  3. Click the Save New button.  

 

 

 To edit a saved level:  

  1. Click on the level in the list.
  2. Make the desired edits.
  3. Click on the Update button.