QUESTION:

How do I add a category (account) to the Chart of Accounts?


INFORMATION:

Upon SchoolCash implementation, districts often decide on a specific list of Chart of Accounts categories (accounts). Most districts opt that only district staff are able to create a new category (account).


PROCESS:

From Main Menu > Chart of Accounts

Step One: Search for the required Category Umbrella Name

1.    Select Search tab

2.    Choose required umbrella from the drop-down

3.    Click Perform Search

  • The List View tab will display a list of current categories associated with the selected Umbrella.
  • This method will allow the user to see a list of current categories associated with the umbrella, as well as the category numbers that have already been assigned.

Step Two: Add the new category (account) row

1.    Click Insert Row icon on the category toolbar

    A new category (account) row will appear above the selected row.

2.    Enter the new category (account) name


3.    Tab to the category number field


4.    Using the current display as reference, enter a new number

    Tip: Begin number with same number as selected Umbrella Category, use next number in sequence.


5.    Tab through the rest of the fields to the right, entering information as required

    Tip: 

        a. Remember the importance of the Category Umbrella Name field

        b. Entering the Contact Name will make distribution of receipts and reports easier


6.    Click Save on the Category (Account) Toolbar

       or, Click Cancel (X) to cancel the entry


To Refresh the screen after a search:

Click Find All button


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