Creating schools

School

Specify a school identifier code.

School Name

Provide a school name.

School Type

Optionally, select a school type. School type is a way to group schools for analysis and reporting.

Current Period

Select the school's current period.

Accounting Entity

Select an accounting entity. Accounting entity determines the ownership of the journal entries coming from the school. Accounting entity also determines the transaction currency.

Bank Account

Select a bank account for the school that will default to all forms that require a bank account. This value can be overridden when the transaction is entered.

Vendor Group

Select a vendor group that will be the default value on the disbursement form.

Receipt Template

Select receipt template to be used.

Last Receipt Number

If receipts from the school are required to start with a particular number, specify the last receipt number here. Receipt numbers are numerical. If you leave this field blank, the first receipt will start with 1.

Allow Receipt Number Override

Select this check box if you will allow overriding of receipt number while creating receipt transactions.

Account

Select the accounting string for the school that will be the default on school activities when assigning activity accounts.