Explore Admin Functions for District Administrators Only

How to Close an SFO-Only Account
Note This article applies only to SFO-only accounts. If the school uses SCO, contact Support for additional steps. To close a SchoolFunds Online (SFO)-o...
Tue, 25 Mar, 2025 at 11:37 AM
Consolidated Reporting
Consolidated Reporting Before running any Consolidated Reports, be sure that the fiscal year start date on the District Information page is correct.  ...
Wed, 6 Mar, 2024 at 11:07 AM
WV State Financial Report
Instructions for running the WV State Financial Report from SFO are in the attached PDF.  If you don't have the prior year State Report, you can run...
Wed, 3 Apr, 2024 at 9:40 AM
Consolidated Search
Search across district for Checks, JE’s, PO’s, and Receipts.   Find results may be printed.  
Wed, 1 Apr, 2020 at 1:09 PM
Audit
The district administrator has the ability to randomly select and audit all the records of an individual school. A school’s checks, receipts, deposits, jour...
Wed, 1 Apr, 2020 at 1:09 PM
Audit: User Audit
Each transaction posted in SchoolFunds Online is logged by user name.  This allows printing of all transactions posted by a single user, a single transactio...
Wed, 1 Apr, 2020 at 1:10 PM
Audit: School Status
The School Status Report lists all users with a status of completed bank reconciliations and current cash balances.  From the Admin Functions Menu, choose A...
Fri, 31 May, 2024 at 8:57 AM
Audit: Reconciliations
The Reconciliations Report provides a list of each school’s completed reconciliations including the user who completed the reconciliation, reconciled date, ...
Fri, 31 May, 2024 at 8:58 AM
Audit: Account Additions
Audit:   Account Additions The Account Additions Report lists all accounts added during a specified date range by school and/or district wide.  Found under...
Fri, 31 May, 2024 at 9:02 AM
Audit: 1099 Edit
Audit:   1099 Edit This screen displays all payments made to vendors designated as 1099 with a $0.00 amount in the 1099 field.  Click “Edit” next to the pa...
Fri, 31 May, 2024 at 9:02 AM