Explore Admin Functions for District Administrators Only

School Levels - Creating and Editing
QUESTION:  What are School Levels and how do I create them?    RESPONSE:  School Levels are used to group accounts when creating the district-wide char...
Tue, 22 Sep, 2020 at 4:27 PM
Schools Screen Field Detailed Explanations
ISSUE:  Explain what each field represents on the Schools screen.      PROCESS:  From    Admin  > Schools   Field Explanations:   ** Scho...
Tue, 22 Sep, 2020 at 3:40 PM
Editing the School Profile Information
QUESTION:  How do you edit the School Profile information?    RESPONSE:  The School Profile Information can be edited by the District Administrator thr...
Tue, 22 Sep, 2020 at 2:54 PM
Admin: User Management
How to Set Up and Manage Users in SFO  User Management is used to set up users who should have access to SchoolFunds Online. This screen is also used to...
Wed, 6 Mar, 2024 at 10:53 AM
District: Vendor Maintenance (District-Wide Vendors)
Vendors that will be available to all schools, such as 1099 vendors, should be set up by the district administrator.  Field names in red are searchable.   ...
Tue, 31 Mar, 2020 at 11:46 AM
Admin: Favorite Reports
This feature allows the District Administrator to set up a list of favorite reports for all schools to access.  Once selected, school users will see these r...
Tue, 31 Mar, 2020 at 11:42 AM
Admin: Status Report
As a district administrator, this screen gives you a quick view of how many users are currently logged into the system, the last screen each active user vie...
Tue, 31 Mar, 2020 at 11:39 AM
District Admin Instructions to Set Up Electronic Signature
There are one-time setup actions required to be performed by the District Administrator in order to activate the Electronic Signature option for the Purchas...
Tue, 7 Apr, 2020 at 12:27 PM