Recent updates
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Release Orders
Updated onArticleThe Release Orders screen allows users to release orders that are ready to be invoiced. Most districts elect to release order once they have been marked as being received via Purchasing/Accounts Payable > Receive Orders. Orders can be released and received at the same time from the Receive Order screen.
ERP ERP Administrator Help Purchasing/Accounts Payable
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Receive Orders
Updated onArticleThe Receive Orders screen allows users to view information from the original purchase order and mark items as received. Once received, users can also release items for payment, as well as partial release for a portion of item received. Users can enter the number of items returned, if applicable. Fixed assets information including items received and/or returned, serial number, and location of the asset can also be completed.
ERP ERP Administrator Help Purchasing/Accounts Payable
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Internal Purchase Requests/Orders
Updated onArticleThe Internal Purchase Requests/Orders module allows users to create a new request, finish a previously saved request, and review the purchase history and status for each request in the approval flow process.
ERP ERP Administrator Help Purchasing/Accounts Payable
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Purchase Requests/Orders
Updated onArticleThe Purchase Requests/Orders module allows users to create a new request, finish a previously saved request, and review the purchase history and status for each request in the approval flow process.
ERP ERP Administrator Help Purchasing/Accounts Payable
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Internal Account Manual Journals
Updated onArticleThe Internal Account Manual Journals function allows users to enter transactions that are not automatically recorded in the ERP system, such as employee travel.
ERP ERP Administrator Help Budgeting/General Ledger
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Manual Journals
Updated onArticleThe Manual Journals function allows users to enter transactions that are not automatically recorded in the ERP system, such as employee travel.
ERP ERP Administrator Help Budgeting/General Ledger
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Payroll Budget Planning
Updated onArticleThe Payroll Budget Planning screen allows users to create a payroll budget scenario that can be adopted into the district budget plan for the following fiscal year. The screen also allows users to apply salary and contribution increases that should be considered in the budget.
ERP ERP Administrator Help Budgeting/General Ledger
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Manage Discounts
Updated onArticleThe Manage Discounts screen allows users to create a Discount Code with a specific percentage, description, start date, and end date to determine when the coupon can be applied at check out using Purchase & Pay. The Manage Discounts screen also allows users to create Automated discounts based on customizable trigger conditions, such as the automatic sibling discount.
SIS SIS Administrator Help Billing
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Print 1098-T's
Updated onArticleThe Print 1098-T's module serves as a way to generate annual 1098-T forms and ensure applicable fees, tuition, and funding sources are indicated to make generation an easy and efficient process.
ERP ERP Administrator Help Accounts Receivable
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Funding Sources
Updated onArticleThe Funding Sources screen allows users to create invoices for funding sources, receive payments from a funding source against a recorded deferral, set up funding sources, record outside overage checks, and outside disbursements.
ERP ERP Administrator Help Accounts Receivable