SchoolFunds Online Support Portal

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...

Vendor Codes Vendor codes can be used to designate different types of vendors, such as minority, female-owned, etc.   The Vendor Listing Report, availa...

There are one-time setup actions required to be performed by the District Administrator in order to activate Email Notifications for the PO Approval process...

QUESTION: What district permission settings are available for Purchase Orders?   District Admins have several options for restricting or allowing user pe...

QUESTION: What district permission settings are available under Other settings?   District Admins have some additional Miscellaneous Settings for user re...

QUESTION:  How do you add a new School?    RESPONSE:  Each school that will be using SchoolFunds Online is added through the Admin > Schools screen....

QUESTION:  How are District Notes created for the Home Screen?     RESPONSE:   The SchoolFunds Online Home Screen includes a Notebook graphic that can d...

Disclaimer May 2022 - The new User Management will be deployed over the next few weeks. SchoolFunds Online - User Management Product Announcement - ...

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...

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...