QUESTION: 

How do you add a new School? 

 

RESPONSE: 

  • Each school that will be using SchoolFunds Online is added through the Admin > Schools screen. 
  • Once you complete the School Information screen and click Save, the chart of accounts assigned to that school’s level will be created automatically.

 

PROCESS: 

From    Admin  > Schools

 

To create a new School:  

  1. Enter the required School information fields:
    • Name, Number, Address
    • Status
    • Start of Fiscal Year
    • Account Template
    • School Level
    • Cash Account Num
    • Dep Number 
  2. Enter any optional School information fields: 
    • Report Sales Tax
    • Use Event Codes
    • Report Receipt Tax
    • Check Number
    • Receipt Number
    • SCO Receipt Number
    • PO Number
    • PO Prefix
    • Print PO Only
    • PO Comments
  3. The Bank Information fields are Recommended fields, but not required.  
  4. Click the Save New button.   

 

 For a detailed explanation of each field on the Schools screen, click here.   

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SchoolCash Online Setup

Once the school set up in SchoolFunds Online accounting is completed, new bank accounts for school districts using the SchoolCash Online solution for online payments will require a penny test be conducted for the new bank account. The penny test ensures accuracy and verification of the bank account information for online payments.


Is your school district using SchoolCash Online for online purchases? 

If yes, send an email to [email protected] for instructions for a bank template and penny testing of the new bank account.