Overview
Use this hub to access focused guides for setting up and recording Investments in SchoolCash Accounting, including category setup, creating an Investment bank account, recording interest, reporting, and cashing out matured investments.
Details
- Understanding Investment Tracking Options
- Setting Up Category Umbrella Types for Investments
- Creating SGF Investment and Investment Interest Categories
- Creating an Investment Bank Account
- Reconciling the Investment Account and Recording Interest
- Transferring Interest to the SGF Account (Optional)
- Viewing Investment Values on Reports (#9, #10, #18)
- Including Investments in Year-End Reporting
- Cashing Out a Maturing Investment and Closing the Account