Budgets: Setup Process

Admin > Student Info > Budgets

Budgets can be done for both Students & Teachers

Purchase Orders: 

External Invoices: 

Vendors

• Tutor
• Publisher
• School Supplies

Funding Periods: Must add the fee to the Class Under CMS Classes(see directions below)

Set up a Mass Funding Based on a School Year

• Click Funding Periods
• Scroll over to Use these budgets for class registration (Click Yes)

Add Cohorts

• You can set up Base Amount(No matter when student enrolls they get the full budget amount)
• You can set up for Day Enrolled (If student enrolls later they only get amount for days enrolled)

Add Fee Schedule for Class(otherwise the Budget per class will not show)

• Once a class is Set up (Under CMS Classes)
  Edit the Class
  Click Optional Info ( you can associate fee or cost with the class)
  Add the Fee Associated with that class (this will link to the students budget)
  
  
  

Internal Budgets: This is where you apply the Budgets

• If you have family budgets set up, you can move funds between family members
• You can create Budgets Mass Budgets
• You can Create Individual Budgets
  
  
  
• Click Mass Create
  or
• New Budget
  

Mass Create Sample

• Set School Year
• Total Dollars
  Per Day
  or
  Per Days Enrolled
• Dollar Amount
• Choose Grade Levels
• You can split between two different programs if necessary
• You can apply to Pre enroll if you choose too
• Click Search

• If you are using "Dollars Per Day" when you click next to the students name you will see the amount that will be allocated to them
  *Dollar amount can be adjusted in last column
• Click in the box next to their name for the students you want to apply the Budget too
• CLick Create Budgets once you have selected the students
  
  
  Once Complete this is what you will see