District Accounting System Training Webinars

Webinar 1: System Navigation and Reporting

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.
PowerPoint Slides may be printed for reference.

 

Webinar 2: Managing Accounts Receivable

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.
PowerPoint Slides may be printed for reference.

 

Webinar 3: Managing Accounts Payable

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.
PowerPoint Slides may be printed for reference.

 

Webinar 4: Reconciling Bank Accounts

Learn all of the step-by-step tools needed to reconcile your bank accounts in the district accounting system.
PowerPoint Slides may be printed for reference.

 

Webinar 5: Managing Budgets

Learn to complete your budget template, view the budget in the district accounting system and use reports to compare actual numbers to budgeted numbers.
PowerPoint Slides may be printed for reference.

 

Webinar 6: A District Governor’s View

District governors will learn how to use the district accounting system to help manage district finances.
PowerPoint Slides may be printed for reference.

 

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