Overview

Set up your Chart of Accounts, verify Demographics, and view the Ledger so opening balances and categories align for reporting and reconciliation.

Before you begin

  • You must be a District Administrator.
  • Confirm opening bank balance equals the combined category total.

Steps

  1. From Main Menu, under My School Information open Category (Chart of Accounts) and verify categories, umbrellas, and balances.
  2. Open My School Information > Demographics to confirm address, bank details, and year-end settings.
  3. Go to General > Ledger Inquire to confirm prior outstanding items and current balance.

Outcome

Balances and demographics are aligned, enabling accurate posting, reports, and reconciliation.

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