School setup
There are some initial setup tasks that a school bookkeeper role must perform in Student Activities Management.
| Task | Description |
|---|---|
| Set up schools | If schools have not been defined by the district controller, create
schools. See Creating schools See Creating receipt templates |
| Set up or assign activity accounts to schools | Assigning an activity to a school See Creating school activity accounts See Adding a beginning balance to an activity |
| Set up or assign account codes to schools | See Creating school account codes |
| Set up school classes | If your organization will use student records, you can optionally create classes. |
| Set up or import students | If your organization will use student records and they have not been
created by the school district, you can create or import students. See Assigning classes to students See the Financials and Supply Management Data Interface Guide for importing student records |
| Set up bank accounts | Creating bank accounts for a school |
| Set up vendors | Vendors are used when creating disbursements See Creating vendors |
| Set up club sponsors | You can optionally set up club sponsors to help group and organize receipts. |