Give me a Shortcut! Series Part 2 - More SchoolBooks Settings

We're picking up where we left off from the last post! More SchoolBooks Tips from School Settings! For information about the series or SchoolBooks School Settings, scroll down to check out the previous post.

Accounting Tab

• "Don't Prompt to Print in PO Entry Screen" - Do you enter multiple Purchase Orders in one sitting? If so, you probably want this box checked. This means you'll be able to enter a PO and you won't be prompted to print when you click Accept. You'll be able to enter the 10 that you have and then go to "Print Purchase Orders" on the Entry menu instead. 10 PO's, you just saved yourself clicking "No" 10 times!
• "Use Auto-Complete" - Some of you love it, some of you hate it. Turn it on or off here. You'll usually be able to take advantage of this feature with fields like Purpose and Advisor.
• "Keep Import from Tracks Open" - Do you have more than one deposit to import from Tracks each day? If so, then this was added for you! Check this box to keep the Import from Tracks screen open after you import a Closeout into SchoolBooks. You will most likely check this box if you import more than one deposit at a time (for example, you have a deposit you take to the bank and a WebStore deposit each day).

Three check boxes that could save you time! That's what I like!

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

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.

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Coming Soon - "Give me a Shortcut" Series

We're all looking for ways to make the things we do at work faster and easier, right?

I'm starting a series called, "Give me a Shortcut" that will provide you with some easy tips to make things faster, easier, and all-around better!

Look for the first post later this week!

If you have any suggestions, please comment below. This could include shortcuts that you use and want to share with others or it could be an issue you have with SchoolBooks, Tracks, or your WebStore that needs a shortcut!

To see all of the posts in this series, click here.