Creating Account Groups and Assigning Expense Accounts

Account groups are the means for controlling access to expense lines for purchase requisitions.  When you are creating your account groups, please know that an individual can be assigned multiple account groups, and multiple people can be assigned to the same account group.  So, most districts might have a Supervisor of Math & Science - these districts usually make an account group for the Math accounts and a second account group for the Science accounts and both account groups are assigned to the Supervisor of Math & Science.   Same with Facilities...  a lot of districts create an account group for maintenance, a separate account group for custodial and a third account group for grounds.  All 3 account groups can be assigned to the Facilities Director.  

To add an account group, navigate to the Financial >>  Setup >>  Budget Accounts  >>  Account Groups and click on the Add Account Group button:

You will enter in a short code (used behind the scenes to identify the account group) and a description (which will be visible to all users in SchoolFi).  

Adding Expenditure Accounts to an account Group

Only expenditure accounts can be added to an account group and you have 2 options for adding an expenditure account to an account group.  You can:

1. Add the expenditure account directly to the account group 
2. Add the expenditure account from the financial tab

Add the expenditure account directly to the account group

Navigate to the account group tab and click on the Edit button for the account group that you want to add the expenditure account to:

Then you can utilize the buttons below to add or remove an expenditure account from an account group

Add the Expenditure account from the financial tab

Navigate to the Financial  >>>  Setup  >>>  Budget Accounts tab, select the Expense account type and click on the Search button:

Then utilize the search field to search for the account(s) that you want to add to the Account Group.   Once you locate the account(s), check the account(s) that you want to add to the group and hit the Add Checked to Account Group button: 

Select the Group and click on the Add button:

Reviewing the Accounts in an Account Group

You have 2 options for reviewing the expenditure accounts in an account group.  You can:

1. Review the expenditure accounts directly on the to the account group tab
2. Review the expenditure account from the financial tab

Review the expenditure accounts directly on the to the account group tab

Navigate to the account group tab and click on the Edit button for the account group that you want to review.  To see the accounts you can either click on the "number bubble" in the accounts column or click on the edit button:

Then you can review the expenditure accounts in the account group and you can utilize the buttons below to add or remove an expenditure account from an account group.

Review the expenditure account from the financial tab

Navigate to the Financial  >>>  Setup  >>>  Budget Accounts tab, select the Account Group that you want to review and click on the Search button: