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Add or Configure an Account

Set up accounts for distributing revenue across your school's activities.

Add an Account

  1. From your school dashboard, click Business (the dollar sign icon) in the lefthand menu, then click Accounts.

  2. Click Add Account.

  3. Enter a Name and Description.

  4. Enter the External ID (Account/GL code) for your school's account.

  5. Select a Payee from the dropdown.

  6. Click Save.


Configure an Existing Account

  1. From the Accounts page, click the pencil icon next to the account you want to change.

  2. Update the Name, Description, or External ID.

Note: The Payee cannot be changed on an existing account. To assign an account to a different payee, create a new account instead.


Viewing Payouts

  1. In Business, click Payouts.

  2. Click the arrow next to the payout you would like to review.

  3. You can also View By Revenue.

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