Budget Setup for Directors

Set shared budget categories and starting amounts so teachers track purchases the same way across the district.

Where to go #

Budget Setup (Director menu)

Set up categories and amounts #

1. Open Budget Setup.
2. Define or adjust district-wide categories (these affect all teachers).
3. Set starting amounts by teacher/building as your process requires.
4. Use View & Add Budget Items (opens the director budget ledger for that teacher) when you need to enter or review purchases on their behalf.

Teacher side #

Teachers record day-to-day encumbrances under Your Budget. Point them there after categories exist so May balances are trustworthy.