Question:
A new school opened in our school district.
How are categories/accounts added to the Chart of Accounts (COA)?
Can they be copied from another school?
Response:
The functionality to copy the COA from one school to the new school does not exist.
Adding the Chart of Accounts
You can enter the data manually or upload your Chart of Accounts.
1. Manual Entry
District staff can add each category/account, individually, manually.
Main Menu > Program Maintenance > Table Maintenance > Lookup Table > Categories
a) Select the insert row icon
b) Enter information for each Category.
2. Category Import
Use the Import feature to Export the COA from one school, then use the import template to import the categories to the new school.
a) Select the school COA is to be exported from.
b) Main Menu > Program Maintenance > Table Maintenance > Lookup Table > Categories
c) Choose Print and select Categories
On the report, choose to export to Microsoft Excel 97-2000 - Data Only (xls)
The report will provide information not all required for the import. Delete columns not required for the import template.
NOTE: The report does not provide the Umbrella Type.
d) Create a Category Umbrellas report to gain category import template required information.
e) Add the Umbrella Type information into the Exported spreadsheet.
f) Select the school COA is to be exported from.
g) Main Menu > Program Maintenance > Table Maintenance > Lookup Table > Categories > Import Category Data
h) Choose Get Template located under Import Categories button
g) Add the information in the template from the revised exported spreadsheets
i) Save to your computer
j) Go back to SchoolCash and select Import Categories button, this will open a window for the user to locate the Import spreadsheet
k) Follow instructions
Related:
If you have a new category that needs to be copied to all bank accounts, see the following link: