Admin: District

District Notes for the Home Screen
QUESTION:  How are District Notes created for the Home Screen?     RESPONSE:   The SchoolFunds Online Home Screen includes a Notebook graphic that can d...
Tue, 22 Sep, 2020 at 4:08 PM
Changing Bank Accounts in SchoolFunds Online
Changing Bank Accounts From time to time, it becomes necessary for your school to change bank accounts, either to a new bank or a new account within the sa...
Tue, 18 Mar, 2025 at 12:56 PM
How to Create Account Print Groups
QUESTION:  What are Account Print Groups and how do I create them?    RESPONSE:  Account Print Groups are group identifiers used for reporting and trac...
Wed, 19 Jun, 2024 at 9:03 AM
Admin: Vendor Codes
Vendor Codes Vendor codes can be used to designate different types of vendors, such as minority, female-owned, etc.   The Vendor Listing Report, availa...
Tue, 31 Mar, 2020 at 2:59 PM
Adding A New School
QUESTION:  How do you add a new School?    RESPONSE:  Each school that will be using SchoolFunds Online is added through the Admin > Schools screen....
Fri, 20 Aug, 2021 at 1:26 PM
User Management - SFO
Disclaimer May 2022 - The new User Management will be deployed over the next few weeks. SchoolFunds Online - User Management Product Announcement - ...
Tue, 10 May, 2022 at 11:56 AM
How to Set Up the Categories Option
Introduction This article explains how to set up categories in the system. Categories help track receipted and expended funds and can be enabled by the Dis...
Wed, 5 Feb, 2025 at 9:55 AM
PO Approval: District Admin Set Up for Purchasing Approval Level
 District Admin Instructions to set up  Purchasing Approval Level, Email Notifications, Electronic Signature   There are one-time setup actions requir...
Wed, 25 Mar, 2020 at 12:45 PM
Reconciliation Manager
District Admins can now open a school's closed bank reconciliation. First, this feature must be enabled in the district.  To do that, the district a...
Tue, 17 May, 2022 at 11:56 AM