COLLEGE STATION INDEPENDENT SCHOOL DISTRICT
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1 Follow the steps below to save an efinance icon as a favorite Once the selected window is open Click the star with the + symbol Another window will open called Add to Favorites The Name can be changed here Select the Favorites group If a Favorites group does not appear in the drop-down list, then create one by selecting Create Group Give the group a name Click OK Click OK to save the window to the new group Page 1 of 16
2 On the Home screen, select Add Panel Select the Favorites group you just created and click OK Page 2 of 16
3 Add a tab by clicking on the + sign Type in the name of the new tab and click OK We recommend adding a purchasing tab with the following favorites. Page 3 of 16
4 Add the following items to the Purchasing Favorites Tab Page 4 of 16
5 TRANSACTIONS Follow the steps below to save the Transactions icon as a favorite to the desktop Click Main Menu Fund Accounting Entry & Processing Detailed Displays Transactions Click on the icon to add the screen as a favorite Page 5 of 16
6 VENDOR INFORMATION COLLEGE STATION INDEPENDENT SCHOOL DISTRICT Follow the steps below to save the Vendor Information icon as a favorite to the desktop Click Main Menu Fund Accounting Reference Tables Vendor List Page 6 of 16
7 VENDOR TRANSACTIONS Follow the steps below to save the Vendor Transactions icon as a favorite to the desktop Click Main Menu Fund Accounting Entry & Processing Detailed Displays Vendor Transactions Page 7 of 16
8 ENCUMBRANCE STATUS REPORT (OPEN PO LIST) Follow the steps below to save the Encumbrance Status Report icon as a favorite to the desktop Click Main Menu Fund Accounting Reports Financial Statements Encumbrance Status Reports Page 8 of 16
9 EXPENDITURE LEDGER Follow the steps below to save the Expenditure Ledger icon as a favorite to the desktop Click Main Menu Fund Accounting Entry & Processing Budget Ledgers Expenditure Ledger REVENUE LEDGER Follow the steps below to save the Revenue Ledger icon as a favorite to the desktop Click Main Menu Fund Accounting Entry & Processing Budget Ledgers Revenue Ledger Page 9 of 16
10 EXPENDITURE AUDIT TRAIL Follow the steps below to save the Expenditure Audit Trail icon as a favorite to the desktop Click Main Menu Fund Accounting Reports Audit Trails Expenditure Audit Trail Page 10 of 16
11 REVENUE AUDIT TRAIL Follow the steps below to save the Revenue Audit Trail icon as a favorite to the desktop Click Main Menu Fund Accounting Reports Audit Trails Revenue Audit Trail Page 11 of 16
12 DETAIL EXPENDITURE STATUS REPORT Follow the steps below to save the Detail Expenditure Status Report icon as a favorite to the desktop Click Main Menu Fund Accounting Reports Expenditure Status Reports Detail Expenditure Status Report Page 12 of 16
13 REQUISITIONS Follow the steps below to save the Requisitions icon as a favorite to the desktop Click Main Menu Purchasing Entry & Processing Requisition Processing Requisitions REQUISITION APPROVAL/DENIAL Follow the steps below to save the Requisition Approval/Deny icon as a favorite to the desktop Click Main Menu Purchasing Entry & Processing Requisition Processing Approve/Deny Requisitions Page 13 of 16
14 PURCHASE ORDERS Follow the steps below to save the Purchase Orders icon as a favorite to the desktop Click Main Menu Purchasing Entry & Processing Purchase Order Processing Purchase Orders WAREHOUSE Follow the steps below to save the Warehouse icon as a favorite to the desktop Click Main Menu Warehouse Inventory Warehouse Administration Click Request Add to favorites Page 14 of 16
15 DETAIL REVENUE STATUS REPORT Follow the steps below to save the Detail Revenue Status Report icon as a favorite to the desktop Click Main Menu Fund Accounting Reports Revenue Status Reports Detail Revenue Status Report Once the window is open click the star with the + symbol Page 15 of 16
16 BUDGET EXCEEDED Follow the steps below to save the Budget Exceeded icon as a favorite to the desktop Click Main Menu Fund Accounting Reports Budget Control Reports Budgets Exceeded Page 16 of 16
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