Creating school districts

  1. Select Districts.
  2. Click Create.
  3. Specify a School District Code and description.
  4. Select the finance enterprise group that represents your school district.
  5. Specify this information:
    School Calendar
    Select a school calendar. School calendars are set up in Global Ledger Calendar.
    School Calendar Period Group
    Select the period group that represents your calendar period. School calendar period groups are set up in Global Ledger Close Configuration.
    Account Code Required
    Select this check box if the use of account code in student activity transactions is required.
    District Level Posting
    Select this check box if the journalize process will be performed at the district level.

    If this field is selected, journal entries are held until all schools close each period. You will see a Journal Postings tab on Update School District that shows all unposted journal entries.

    If this field is not selected, then a journal is automatically created for every school when they close each period. This occurs only if Global Ledger accounts exist on the activities.

    Accounting Entity
    Select your accounting entity that will be used as the default on the schools.
    Vendor Group
    Select your vendor group that will be used as the default on the schools.
    Payables Company

    If you are making 1099 reportable payments, select the Payables company to default on payments.

    This information will be the default on schools.

    Process Level
    If you are making 1099 reportable payments, select the Payables process level to default on payments.

    This information will be the default on schools.

  6. Click Save.