ISSUE: 

Explain what each field represents on the Schools screen.   

 


PROCESS: 

From    Admin  > Schools

 



Field Explanations:  

** School Name and Address:      (required)

  • Enter the school name (as you would like it to appear on reports) on the first line. 
  • Enter the school’s mailing address on the second and fourth lines (the third line is available, if needed).

 

**  School Number:     (required)

  • Enter the School number. 

 

**  Status:     (required)

  • The default status is “Active”. 
  • This field allows a school to be made “Inactive” to prevent any entries from being posted to that school’s records. 

 

**  Start of Fiscal Year:    (required)

  • Enter the beginning date of the current fiscal school year. 

 

**  Account Template:     (required)

  • Fills in automatically based on the template previously set up on the District > District Information screen. 

 

**   School Level:     (required)

  • Choose the level to use for assigning the district wide accounts. 

 

**  Cash Account Num:     (required)

  • Fills in automatically based on the Cash account number previously set up on the District > District Information screen. 

 

Report Sales Tax:      (optional)

  • Schools that pay sales tax and request reimbursement must check the Sales Tax box in order to track the sales tax payments and to print the Sales Tax Report.  
  • Typically, this includes all North Carolina schools only. 

 

Use Event Codes:      (optional)

  • This feature allows schools to capture and report the revenue and expenses of a particular event. 
  • Events are added under the Datafiles > Event Codes screen. 
  • Event data is captured as checks and receipts are entered into SchoolFunds Online. 
  • A Profit/Loss statement is available for each event. 

 

Report Receipt Tax:      (optional)

  • Checking this box will initiate the tracking of taxable receipts/income by displaying a “Taxable” column on the New Receipt screen. 

 

Exclude this School From Consolidated Reports:      (optional)

  • Checking this box will exclude this school from all consolidated reports. 

 

Beginning / Next Number for Checks and Receipts:  

  • 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 the default for New Check and New Receipt screens.
  • SchoolFunds Online will automatically insert “PRINT” in the check number field for all new check/receipt entries. 
  • The check/receipt number will be assigned through the Print Checks or Print Receipt screens.  

 

Beginning / Next Number for Purchase Orders:  

  • This number is the beginning/next number for printed purchase orders. 

 

**  Dep Number:      (required)

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

 

PO Prefix:     (optional)

  • These numbers/characters will print as a prefix to each PO. 
  • The PO Prefix remains the same as entered. 

 

Print PO Only:      (optional)

  • Check this box if you want purchase orders to print only and not post any encumbrance entries to the accounts. 

 

PO Comments:     (optional)

  • These two lines are for information that will be printed on every PO. 

 

Bank Information:   (recommended)

  • Enter the bank name and account number.