The purpose of these instructions is to allow a Sponsor to create a PO, the PO would go to a School Admin for approval, and then to the Bookkeeper for printing and posting.  First, the Sponsor needs to be set up in SFO.  


Sponsor Portal can be set up either by the Sponsor registering through the Sponsor Portal website or by the bookkeeper directly in SFO.  If your school district is using Active Directory, the Sponsor will log in using their AD credentials and the bookkeeper will only need to assign accounts to the sponsor.  


Sponsor Registration:

  1. Give the sponsor the “Sponsor Instruction” with the web address:  sfo.schoolcash.net/SPXXXXXXXXXX. (Insert your district name & state here, will be the same as regular SFO)
  2. Once the sponsor notifies you that they registered, log into SFO and go to Data Files > Sponsor Portal Users
  3. Click on the user name in the bottom of the screen
  4. Check the box beside the account(s) the sponsor is assigned to
  5. Click “Update”


Bookkeeper Registration for Sponsor:

  1. The bookkeeper can register the Sponsor directly in SFO by going to Data Files > Sponsor Portal:
  2. When the Sponsor Portal setup screen opens, the bookkeeper will assign a User ID (typically first initial, last name), enter User Name, assign a Password (no longer than 8 letters and/or numbers), Verify Password.

    NOTE:  if your district uses Active Directory, the bookkeeper only needs to assign accounts to the Sponsor – Sponsors will access the portal using their AD credentials.

  3. Assign the accounts this sponsor needs to have access to and click on “Save New”.  


Things to Remember:

  • The sponsors will now have “read only” access to their account history, receiptee, and vendor history.
  • If the sponsor forgets his/her password you can reset the password by going to Data Files > Sponsor Portal Users, click on the sponsor name, enter and confirm a new password for the sponsor, then click “Update”.


Review PO:

Once the sponsor creates the PO, saves it, and clicks “send batch” it will be ready for review, and will display on your THINGS TO DO home screen:


Click on the active link or select PO’s, Sponsor’s PO from the main menu.


The PO is sent from the sponsor side to the Sponsor PO’s unposted register in SFO.  The PO can be accepted from this screen or can be reviewed to see the details.


To review the details, select the PO from the unposted register and it will display at the top of the screen.  Make any changes, click Save and then Accept.  


If you don’t need to see the details of the PO you can just click in the checkbox to Accept the PO.


Once accepted, you will see the Submit for Approval button.  


The PO is sent to the School Admin to be reviewed where it will be Approved or Denied.  The PO is then sent back to the Bookkeeper to print if approved.  If denied, the admin enters a reason for denial.  The bookkeeper can correct or delete the PO depending on the admin’s reason.


Step 1:  Preview.  Preview the PO.  If the preview looks correct then print.


Step 2:  Print.  The PO prints by clicking the printer icon in the toolbar above the preview.


Step 3:  Post.  If the PO printed successfully, then click YES confirming the PO printed ok.  


Once the PO is posted, the Sponsor will see the PO in the Sponsor Portal by clicking on Purchase Review.