Accounts

Accounts allows users to set up and manage all financial accounts relating to their district/school.

Enter an Account number or description in the field.
Select an account type from the Account Type drop-down list. The default is set to All.
Select a status from the Account Status drop-down list.
To view or edit an existing account, click on the Account row. A new tab will display.

Select an account type from the Account Type drop-down list.
Check the K12 Payment Center box if the account is a K12 Payment Center Account. If checked, it will be available for use in K12 Payment Center.
Check the Payroll Account box if the account is a Payroll Account. If checked, it will be available for use in Payroll and will give a warning if the account is used for a requisition in Fund Management.
Check the School Nutrition Account box if the account is a School Nutrition Account. If checked, it will be available for use in Meals Plus.
Enter the account number, or different portions of an account, in the Account # field using question mark logic. This is automatically formatted based on the Account Structure defined in the Account Setup.
Enter a description in the Description field.
Click the button.

School LINQ Help, updated 01/2021