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Documentation for Administrators
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Documentation for Administrators
ERP Administrator Help
Generate Manual PDF
Budgeting/General Ledger
23 Articles
Expenditure/Revenue Report
Budget Maintenance
Internal Account Budget Maintenance
Board Packet Report
Trial Balance
Balancing Reports
Bank Reconciliation
Internal Account Bank Reconciliation
Fund Interest Allocation
Project Report
Purchasing/Accounts Payable
27 Articles
Purchase Requests/Orders
Internal Purchase Requests/Orders
Receive Orders
Release Orders
Internal Receive Orders
Internal Release Orders
Bid Requests
Invoices
Internal Account Invoices
Release Invoices
Accounts Receivable
25 Articles
Invoices
Internal Account Invoices
Customer Statements
Receipts
Internal Account Receipts
Point of Sale
Payment Plans
Deposits
Internal Account Deposits
Cashouts
Fixed Assets
18 Articles
Manage Assets
Transfer Requests
Release Transfer
Receive Transfer
Check Out
Schedule Inventory
Take Inventory
Print Inventory Cards
Fixed Assets Report
Room Report
Transportation
4 Articles
Field Trip Request
Internal Field Trip Request
Outside Field Trip Request
Setup
Human Resources
34 Articles
Employee
Charter/Contracted Emp Info
Add Employee
Employment Agreement Maintenance
Position Control
Applicant Tracking
Time & Attendance Approval
Mass Add Log Records
Position Control Changes
Professional Development
Payroll
20 Articles
Run Payroll
Print Checks
School/Department Payroll Entry
Check Voids and Reallocations
Pay History
Employee Wages
Transfer Job Balances
Maintenance By Fiscal Year
Maintenance By Calendar Year
Deduction
Work Orders
3 Articles
Work Order Requests
Pick Lists
General
Warehouse
17 Articles
Catalog
Pick List
Pick Items
Returns
Manage Routes
Courier Requests
Inventory Sheet
Inventory Adjustments
Maintenance Request
Custodial Request
Setup
31 Articles
Settings
Element Requests
Clauses
Government Codes
Texas Codes
Florida Codes
District Codes
Bank Accounts
Close Accounts
Commodity Codes
Development
5 Articles
Setup Leave Bank Balances
Reset payroll runs
Fix Budgets with Ended Elements
Regenerate Form Images
Journal Source CSV
Employee Self Service
16 Articles
My Information
View/Edit Timecards
Employee Requests
Leave History
Benefits
View Pay History
Purchase & Pay
Customer Ledger
Employee Tax Forms
Employee Agreements
Reports
2 Articles
District Reports
Saved Reports
End of the Year Rollover
2 Articles
EOY District Rollover
EOY Internal Rollover
Portal Page & Additional Help
4 Articles
Portal
Filters
Journal Sources
Manual Journal Sources