Viewing Assets (Pre-Oct 22,2020)
- Hover over Manage
- Click View Assets
- Use the available form fields to filter the list
Viewing Fees (Pre Oct 22,2020)
Viewing Fees Hover over Manage Click View Fees Use the available form fields to filter the list
How to import assets
How to import assets from a CSV file: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Assets (Import / Update) button 4. The file selector page will open 5. Select the file you wish to importNote: You can download the Assets.csv sample file ...
Viewing Reports (Pre-Oct 22,2020)
Reports This one is easy! Click the Reports menu item Find the report you want to view Click the name of the report or the green arrow If you need a new report: Request a new report by entering a support request
How to create an asset manually
How to create a single or multiple assets: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Asset (Create) button 4. Then the page will navigate to Asset / Item Inventory view 5. Click the Add new record button 6. The asset creation box will be ...
Import/Update Students (Pre-Oct 22,2020)
Import New Students Important Note! This will also update existing students, and deactivate students that do not appear in your update file. Only use this option if you want to update all of your school’s students. Hover over Manage Click on New ...