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. See Creating school classes See Assigning classes to students
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 Creating student records See Assigning classes to students See the Data Interface Guide for importing student records
Set up bank accounts	Creating bank accounts for a school See Creating bank accounts See Creating laser check templates
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. See Creating club sponsors