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District Accounting System Training Webinars

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Access to the district accounting system depends on the district treasurer completing the first five webinars. Please complete the short survey at the end of each webinar to receive credit for the training. District governors are especially encouraged to view webinars 5 and 6.

Webinar 1: System Navigation and Reporting
(Webinar 1 PowerPoint presentation. May be printed for reference.)
Learn to navigate the district accounting system and access reports (e.g., Treasurer’s Report, general ledger), adjust preferences, and view dashboards and system dimensions.

Webinar 2: Managing Accounts Receivable
(Webinar 2 PowerPoint presentation. May be printed for reference.)
Learn to create a customer profile, submit an invoice and receive payment — all the step-by-step tools needed to record district revenues in the district accounting system.

Webinar 3: Managing Accounts Payable
(Webinar 3 PowerPoint presentation. May be printed for reference.)
Learn to create a vendor profile, submit a bill and select bills to pay — all the step-by-step tools needed to record district expenses in the district accounting system.

Webinar 4: Reconciling Bank Accounts
(Webinar 4 PowerPoint presentation. May be printed for reference.)
Learn all of the step-by-step tools needed to reconcile your bank accounts in the district accounting system.

Webinar 5: Managing Budgets
(Webinar 5 PowerPoint presentation. May be printed for reference.)
Learn to complete your budget template, view the budget in the district accounting system and use reports to compare actual numbers to budgeted numbers.

Webinar 6: A District Governor's View
(Webinar 6 PowerPoint presentation. May be printed for reference.)
District governors will learn how to use the district accounting system to help manage district finances.

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