Skip to main content

Organization Settings

Configure your school name, fiscal year start, current fiscal year, time zone, and currency.

Organization is the first item in the Accounting Settings menu. It holds your school's basic identifying information and fiscal-year configuration.

What you configure here

  • School name — the name of your school or district.

  • Fiscal year start — the month your fiscal year begins (e.g., July for a July–June fiscal year).

  • Current school year — the active fiscal year the system operates in.

  • Time zone — your school's time zone, used for timestamps on transactions and reports.

  • Currency — the currency used for all amounts (US schools use US dollars).

Fiscal year naming convention

Fiscal years are typically named by the years they include, such as 2026-2027 for July 1, 2026 through June 30, 2027.

Related articles

Did this answer your question?