SchoolFunds Online Support Portal

QUESTION:  What report will show the payment history for a Vendor?    RESPONSE:  The Vendor History Report is a chronological listing, for the date rang...

QUESTION:  What report can I run to get a list of all my vendors?    RESPONSE:  The Vendor Listing report is an alphabetical listing of all active vendo...

QUESTION:  What report will show checks to One Time Vendors?   RESPONSE:  The One Time Vendor Report lists payments made to vendors that are not saved i...

QUESTION:  What report will show all the 1099 vendors that I have paid for my individual school?   RESPONSE:  The 1099 Report lists vendors that have tr...

Introduction This article outlines the features and steps for managing 1099-related reports and exports in SFO. It covers individual school-level reporting...

Sales tax starts with making sure the vendor is set up correctly.  Data Files > Vendors:  Assign your home county to all vendors EXCEPT: Select the “NO...

QUESTION:  What report will show all invoices paid to a “No Tax” vendor?   RESPONSE:  The No Tax Payment Report lists all invoices paid to vendors marke...

Check > New Check: When creating a new check, if the invoice or bill contains sales tax or food tax, that amount must be entered in the SALES TAX or FOO...

QUESTION:  What report will show the Sales Tax paid on checks?   RESPONSE:  The Sales Tax Report provides the total, by county, of sales tax paid during...

QUESTION:  What report will show the detail of the Sales Tax Report?   RESPONSE:  The Sales Tax Edit Report lists all checks written with Sales Tax ente...