Initial Setup

System Settings

These steps can be completed in any order:

• Add District Information in Unit Setup.
• Add Sites in Site Setup.
• Set up Account Information in Account Setup.
• Add bank accounts in Banking Info.
• Add purchase order information in Purchase Order Setup.
• Create Roles for the users.
• Add Users to the roles.

Payroll

These steps can be completed in any order:

• Add Direct Deposit Banks information in Direct Deposit Banks.
• Set up Deductions in Deduction Setup.
• Set up Leave and Absence Types in Leave/Absence Setup.
• Set up Pay Groups in Pay Group Setup.
• Set up tax rate information in Tax Tables.

Fund Management

• First: Set up your Fund Management budget in Setup Budget.
• Second: Add Fund Management Accounts Information in Accounts.
• Third: Add vendors in Vendors.
• Fourth: Set up invoice information in Setup in Accounts Payable.
• Fifth: Set up A/R invoice information in Setup in Accounts Receivable.

 

 

 

 

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School LINQ Help, updated 01/2021