Online Store Account Setup
Accounting Codes are used to classify financial activities. All transactions will be deposited into a single account however we can use accounting codes to distinguish how these funds should be handled or distributed. If your school or organization does not have assigned accounting codes you can use any combination of letters and numbers to represent each entry/category.
From the Site Administration Page click The Online store button and Select Accounts Setup
Option 1: Bulk import - You can upload a CSV file that contains your accounting codes and descriptions. Start by clicking on the Required Details button.
- After Clicking Required Details you will see the Site Details for your District / Campus sites. You will also find your Merchant ID in this section.
- Click through the tabs to view an example of the layout or to download a sample CSV file. You can use the Sample to build your file.
- After saving the CSV you will click the red "Browse" button to upload your file. All codes will be added to the system as soon as the file has been uploaded.
View Details needed to build the CSV file and an example Layout
If you download a sample the file can be found in the lower-left corner of your screen or in the recent downloads folder.
Option 2: Manually input - You can enter your accounting codes and descriptions manually by typing them into the fields just below the upload option.
This method is recommended if you are adding less than 15 codes at a time.
Existing accounting codes can be found at the bottom of the page. Click the Pencil Paper Icon to edit and entry or you can click the red Trashcan to delete it.
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