The Settings module in Edlio Accounting serves as the administrative backbone for your school's financial structure. From here, bookkeepers and district administrators configure notification triggers, object codes, fund hierarchies, sub-accounts, and general system behavior.
Navigating the Settings Module
Click Settings in the top navigation bar. The settings interface features a left vertical navigation menu providing direct access to key configuration categories:
đĄ Best-Practice Adoption Tip: Review your Settings at the start of every fiscal school year. Verify that teacher notification preferences, low-balance alert thresholds, and active fund accounts reflect current staffing and student club rosters before recording transactions.
Settings Categories Explained
Notifications: Configure global alert rules, low balance threshold amounts (in USD), and choose delivery channels (Email, SMS, In-App) for transaction approvals and monthly summaries.
Email: Manage outgoing email templates, receipt delivery notices, and default reply-to addresses for school financial correspondence.
Object Codes: Maintain standard accounting classification codes (e.g., Supplies, Travel, Dues) aligned with your state and district reporting chart.
Fund Accounts: Define and organize student activity funds, athletic teams, academic departments, and booster reserves.
Sub-Accounts: Set up sub-ledger tags to track granular spending within a parent fund (e.g., tracking individual student trip payments under a Band parent fund).
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