SchoolFunds Online Support Portal

PO:  Fast Flow!       Steps for Printer PO’s:    Select PO’s Menu.   Choose “New PO”.   “PRINT” should default as the PO number.  Enter PO informatio...

QUESTION:  How do you create a New Purchase Order?    A Purchase Order is a document used for prior approval of an expenditure and to reserve the funds ...

QUESTION:  How do you create a New Manual Purchase Order – one that will not be printed?    SchoolFunds Online is designed to print Purchase Orders on pl...

ISSUE:  New PO screen field definitions   INFORMATION: From PO’s > New PO     Field Name Explanations  ** Indicates Required Fields   ** PO D...

QUESTION:  How do you Edit an Unposted Purchase Order before printing and posting?    PROCESS:  From   PO’s  > New PO   Any saved Purchase Orders t...

QUESTION:  How do you Delete an Unposted Purchase Order before printing and posting?    Any saved Purchase Orders that are listed in the Unposted Purchas...

QUESTION:  How do you print a Purchase Order?     After the Purchase Orders have been entered and are displayed in the Unposted Purchase Order Register  ...

QUESTION:  How do you post a New Manual Purchase Order – one that will not be printed?    Once manual PO’s have been saved and are displayed in the Unpos...

PO Approval School Administrator Instructions PO Approval is an option that is set at the District level requiring all purchase orders created in SFO ...

Email Notifications Set Up instructions When a district administrator has enabled the Email Notifications option, the school bookkeeper can specify whic...