Give me a Shortcut! Series Part 1 - SchoolBooks Settings

I am one of those people that likes "settings." I like to change the options on my cell phone so calling, using the calculator, and locking keys are as easy as possible. At home, I find myself changing the temperature on my freezer to get it "just right" often enough to realize it.

So, it should come to no surprise that when I think about making SchoolBooks work faster and better, it would start in School Settings. This screen has MANY options that can customize your daily activities in SchoolBooks. I'm going to highlight some of my favorites that are easy to change in this post, but feel free to explore more on your own!

How do you get there? In SchoolBooks, go to the Management Menu, click on Customize, and then choose School Settings. There are 7 tabs containing information specific to your school. We'll only discuss two today.

School Data Tab

• "Report Date Starting at" - Do you open a report screen (maybe the Account Analysis Detail Report or Cash Disbursement Report) and change the "Start Date"? If you're changing this date a lot - you could probably just change the default and save yourself some time! Setting the default will just auto-fill the date, you'll always be able to change it for a specific report.
• "Default 'Auth By' Value"- If you want to save time, you should have something here. It's most likely that the majority of your time, you will have the same "Authorized by" value. Just type it in here and then you'll see it on the entry screen so you can tab over to the next field or change it on the fly!

Month End Tab

• "Enable Automatic Printing of Month End Reports" - Just check this box and choose the reports you want the system to automatically display before you close your month. It even automatically changes the report date range to just that month! It's a dual time-saver!

I hope some of these tips have helped you! Next time I'll give you three more SchoolBooks Settings tips! And a reminder, the ideal temperature for your freezer is 0 Fahrenheit.

To see other "Give me a Shortcut" posts, click here.