Below is a series of short videos that will guide you through the tasks you will perform in SchoolFi. If you have any questions after reviewing the training video, you can review the Knowledgebase article on the topic, or you can enter a help ticket. In addition, you can call the help desk at 732-521-2002 option #5.
How to use the Knowledgebase
- Click HERE to view the video on this topic
Financial Tab
- Using the Account Search screen - click HERE to view the video on this topic
- Adding new account numbers - click HERE to view the video on this topic
- Special Revenue Rec screen - click HERE to view the video on this topic
- Bank Accounts screen - click HERE to view the video on this topic
- Vendors screen - click HERE to view the video on this topic
- Inquiry Checks screen - click HERE to view the video on this topic
Budget Tab
- Expenditures Tab:
- Revenues Tab:
- Account Maintenance Tab:
- Adjustments screen - click HERE to view the video on this topic
- Budget Transfer Requests screen - click HERE to view the video on this topic
- Interfund Transfers screen - click HERE to view the video on this topic
- Disbursement Transfers screen - click HERE to view the video on this topic
- General Ledger screen - click HERE to view the video on this topic
- Government Fund Analysis screen - click HERE to view the video on this topic
- Accounting Periods screen - click HERE to view the video on this topic
- Adjustments screen - click HERE to view the video on this topic
- BSR Tabs - click HERE to view the video on this topic
- Budget Build Tabs - click HERE to view the video on this topic
- Setup Tab - click HERE to view the article that details this screen
Reports Tab - click HERE to view the video on this topic
Name Tab for signature - click HERE to view the video on this topic
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