- Knowledge Base Categories:
- School Accounting System
- Accounts Payable
- General Ledger
FAQ: How do I set up a user to have access to complete the processes for the Activity Fund within the School Accounting System?
To add a user with access to complete the processes for the Activity Fund, first define a new account group in General Ledger that includes only the account numbers within the Activity Fund. For detailed instructions on adding an account group, refer to the Adding an Account Group topic in the Help File.
Then within the User Security option in the School Accounting System, add a new user with the settings as outlined for Example 5 on the Sample User Setups for School Accounting System topic (click here to access). If desired, additional override rights can also be defined within a module for a specific option, screen, or report for the user. For step-by-step instructions on adding and changing users, refer to the Adding a User and Changing a User topics in the Help File.
Tip: If the Activity Fund is not currently set up within the School Accounting System, click here to request the Activity Fund webinar recording to learn how to set up the Activity Fund in General Ledger.