User – My Profile Screen 

 

INFORMATION: 

The User > My Profile screen is where the School and User Profile information is stored and managed.  

 

Items that can be edited through the Profile screen include: 

  • The internal SFO counters for Checks, Receipts, PO’s and Deposit ID’s   
  • User Password
  • Forms Reminder
  • PO Comments
  • PO Logo
  • Electronic signatures for users (if activated by the district)

 

Fields that are “grayed out” cannot be edited by a school user. 

After completing the profile screen, remember to click Update to save changes.

 

PROCESS: 

From   User  > My Profile

 

 

 

Field Name and Explanation

** Indicates Required Fields

In the School Information tile:

** School Number:    (required)

  • Enter the school number.

** Name and Address:     (required)

  • Enter the school name (as it should appear on all reports) on the first line.  
  • Enter the school’s mailing address on the second line (the third line is available if needed) then continue entering the City, State, Zip, and Phone Number, Fax Number, Email.

** Start of Fiscal Year:     (required)

  • The beginning date of the current fiscal school year.  The fiscal year is setup by the district administrator and cannot be edited at the school/user level.

** Account Template:     (required)

  • Using the number sign (#), displays the format which all account numbers will use.  
  • A period (.) may be used as a separator.  
  • The account template is setup by the district administrator and cannot be edited at the school/user level.

** Cash Account Num:     (required)

  • The cash (checking) account number appears following the format set up as the GL account template.  
  • The GL Cash Account is setup by the district administrator and cannot be edited at the school/user level.

Report Sales Tax:  

  • Schools that pay sales tax and request reimbursement must check the sales tax box in order to track sales tax payments, and to print the Sales Tax Report.  
  • Leave this box blank if your school does not track sales tax payments.

Receipt Tax Rate:  

  • The district tax rate displays in this field.   
  • If your school has a different receipt tax rate from your district, that can be changed here.

Report Receipt Tax: 

  • A check in this box will initiate the tracking of taxable receipts/income by displaying a “Taxable” column on the Receipts, New screen.  
  • Leave this box blank if you do not need to track taxable receipts.

Print PO’s Only:  

  • Check this box to print purchase orders only. 
  • This option will not post any encumbrance entries to the accounts.

Use Event Codes:  

  • Check this box to use the Event Codes to track receipts and expenditures for special events at your school.

Inkjet Printer?:  

  • Check this box to indicate the printer being used is an Inkjet Printer.

Enable Automated Deposit Ticket Process:  

  • Check this box to indicate you will be using the automated deposit ticket.  
  • This is a custom form purchased from SchoolCash Supplies.

** Next Ck # / Next Rcpt #:    (required)

  • These numbers are the beginning/next number for printed checks and receipts.  
  • Place a checkmark in the Print boxes next to the Check/Receipt Number fields to set PRINT as your default on the New Check and Receipt screens.   
  • SchoolFunds Online will automatically insert “PRINT” in the check number field for all new check/receipt entries.

Next SCO Rcpt #:  

  • This number is the beginning/next number for SchoolCash Online receipts.  

** Next Dep #:     (required)

  • This is the beginning/next number for the Deposit ID.   

Next PO #:  

  • This number is the beginning/next number for printed PO’s.  
  • Place a check mark in the Print boxes next to the PO Number field to set PRINT as your default on the New PO screen.  
  • SchoolFunds Online will automatically insert “PRINT” in the PO number field for all new PO entries.  

PO Prefix:  

  • This number will print as a prefix to each PO.  
  • The purchase order prefix remains the same as entered.   

** User ID:     (required)

  • The user ID setup by the district administrator is displayed and cannot be edited at the school/user level.

Last Ck #:  

  • Enter the last check number in the packet of unprinted checks.
  • This field works with the Forms Reminder option.

Last Rcpt #:  

  • Enter the last receipt number in the packet of unprinted receipts.
  • This field works with the Forms Reminder option. 

Set Forms Reminder:  

  • Select a reminder in SFO that will display when you are getting close to the last check or receipt.  

 

In the Bank Information tile:

** Bank Information:     (required)

  • Enter the bank name, account number and routing number.

PO Comments:  

  • These two lines are for information to be printed on every PO. (Optional)

 

In the Change Password tile:

Password:  

  • The password is no longer updated on this screen. Password reset can be done by logging into SFO and clicking the FORGOT PASSWORD link. 
  • The user will receive an email, containing a link where users can reset their password.

Verify:  

  • Type the same information as what was entered in the Password field when changing your password.   


In the PO Image tile:

Upload Logo:  

  • If you have an image that you want to print on all your PO’s you can upload that image here.  
  • Just browse to the saved file on your computer, then click Verify & Upload. 
  • The image must be no larger than 110 x 110 pixels.
  • Clicking on the Remove button will remove any previously saved logo file. 

 

Electronic Signature:  

  • This is an option for schools that are using the PO Approval process. 
  • A signature is created here using the mouse, and then SAVED. 
  • This SAVE button is just for the signature - independent of the profile screen.

 

 

NOTE:  After editing the profile screen, click the Update button to save changes.