Settings is where an Accounting account is configured before day-to-day use. It holds the foundational setup — fiscal years, approval rules, bank accounts, object codes, and the funds your school uses — and reflects how your individual school operates.
Key things you set up here:
Fiscal periods and beginning balances — your fiscal year(s) and the starting balances Accounting builds on
Approvals and notifications — who has to approve transactions, at what dollar amounts, and how staff are alerted
Account structure — chart of accounts format, account groups, object codes, and the school fund list
Bank accounts — account and routing numbers, running balances, and check numbers
System options — district-wide feature toggles (object codes, purchase orders, vendor approval, tax ID)
The full Settings menu
Settings includes (in sidebar order):
Organization
Fiscal Periods
Beginning Balances
Year-End Close
Approvals
Notifications
Fund Authorization
Account Setup
Account Groups
Object Codes
Fund Accounts
Bank Accounts
Users & Permissions
Integrations
System
Overview first, then detail. This article orients you to Settings. Each sub-page has its own guide linked below.
Settings sub-pages
Organization Settings (Organization Settings)
Fiscal Periods (Fiscal Periods)
Year-End Close (Year-End Close)
Approval Workflows and Thresholds (Approval Workflows and Thresholds)
Notifications and Alerts (Notifications and Alerts)
Security and Fund Authorization (Security and Fund Authorization)
Account Setup: Chart of Accounts (Account Setup: Chart of Accounts)
Account Groups (Account Groups)
Object Codes (Object Codes)
Fund Accounts (Fund Accounts)
Bank Accounts (Bank Accounts)
Users and Permissions (Users and Permissions)
Integrations (Integrations)
System Settings (System Settings)