Accounting
Fund
What is an accounting entity with a self-balancing set of accounts?
Click this to view notifications.
What is My Messages?
Users cannot actually do anything until this has been done.
User must be added to a Security Group connected to one or more Security Roles.
This address type contains both a P.O. Box and a street address.
What is Dual Address?
Who are Eric, Paden and Teri?
Two types of accounts
What is Balance Sheet and Operating Statement?
To look up information on how to do something specific, I would go here.
What is the Knowledge Hub Help Center?
3 pieces of data that create a Security Group
What are security users, specialty access groups and security roles?
This accounting entry is done to make corrections or at the request of an auditor and must be in balance by fund.
What is a Journal Entry?
3 account types on a Balance Sheet
What is Assets, Liabilities and Equities?
Self-balancing equation for Balance Sheet
What is Assets = Liabilities + Equity?
Use this to limit the records that display.
What is a Filter?
Authentication options
Skyward software
LDAP (Lightweight Directory Access Protocol)
SSO (Single Sign On)
MFA (Multifactor Authentication)
This process will identify and correct beginning balances in a given year.
What is Beginning Balance Audit?
These are three specialty security groups discussed in Fundamentals of Financial Management.
What are Account Groups, Journal Entry Groups and Cash Receipt Groups?
A Debit does this to an Asset account.
What is increases the balance of the Asset account?
2 ways to create a dashboard tile
What is mark screen as a Favorite and More Option > Create Tile (Create Chart Tile)
These two types of users can impersonate any other user in the system.
What is Super User and member of security group with impersonation access to that district or entity?
Run this to view a report listing totals paid to each vendor in the fiscal year.
What is Vendor Totals Report?
This will identify and correct missing account dimensions.
What is Account Setup Audit?
A debit does this to the Fund Balance account.
What is decreases the balance of the Fund Balance account?
Do this for a count of vendor records.
What is access Vendor > Vendor List and click on Total Records?
Menu Screen Security and Report Screen Security are set up at the same time.
What is False?
Give the three Purchase Order Delivery Type Codes and how they affect sending the Purchase Order.
What are:
Email = emails the PO;
Print = the PO is printed and faxed or mailed, and
None = user has to select Email or Print manually.
Do this to restrict system access to run payroll to computers only in your physical location.
What is create IP Address Ranges for the Payroll Security Role?