Overview
Written and produced by the School Financial Services team, the following tutorials provide basic information and instruction about various topics.
Pupil Count Tutorials
A variety of training resources are available regarding how to access and complete the PI-1563 Pupil Count online report using the PI-1563 Pupil Count Workbook.
- SFS Pupil Count Reconciliation Online Course (takes about 30 minutes to complete)
- SFS Membership Audit Requirements Tutorial - 44:16
- SFS Membership Information and Reporting Tutorials
SAFR Tutorials
The SAFR tutorials provide instruction on how to access, navigate and complete the online PI-1504 Budget and PI-1505 Annual reports. Additional tutorials that identify and correct the most common errors in the reports as well as explain the SAFR preparation workbook are also provided.
Disclaimer: The following tutorials were developed back in 2005 using a controlling technology that requires the Flash plugin. Moreover, the controlling technology itself no longer works so the tutorials will play from start to finish without any way of pausing them. Finally, the various screenshots used within these tutorials are outdated and do not always reflect how SAFR looks today (although the supporting audio narration is still generally accurate). Hence, these tutorials have limited value and will be replaced as SAFR itself is updated in the future.
- Aid Reconciliation Errors - 4:15
- Basic Navigation - 3:44
- Correcting Beginning Balance Errors - 3:57
- Correcting Fund Transfer Errors - 2:53
- Correcting Long-term Debt Errors - 2:32
- Loading a File - 1:42
- Loading Data Manually - 2:26
- Journal Entries - 3:28
- Using the Workbooks - 2:45
Group and Foster Home Tutorial
The Group and Foster Home document provides instructions on how to access and complete the PI-1589 Group and Foster Home FTE Log.