Overview

This article explains why data entry buttons may not display on the Main Menu and how to verify and manage the related settings.


Before you begin


  • You must have a District Administrator role or equivalent permissions to manage account settings.
  • Confirm you are working in the correct school and bank account before changing settings.


Details

  • If data entry buttons are missing from the Main Menu, the school may be configured as a Budget Account in another bank account.
  • Checks posted to the current bank account’s ledger also post to the account listed in the Budget Account field, and some data entry options can be disabled for that account.

How to verify the budget account setting

  1. From the Main Menu, go to My School Information > Demographics.
  2. Scroll to the bottom of the screen and review the Budget Account field to see which account is designated.

How to manage data entry options for the budget account

  1. From the Main Menu, go to Program Maintenance > Account Settings.
  2. Enable the required data entry options for the designated budget account in both the District/Board and Bank Account sections, then click Save.

Outcome

After verifying and updating settings, the data entry buttons display correctly on the Main Menu.

Troubleshooting

  • If buttons are still missing, confirm the correct budget account is selected in My School Information > Demographics.
  • If you cannot modify settings, verify your role includes permissions to manage account settings.
  • If issues persist, contact the District Administrator to ensure the budget account settings are enabled at the board level.