Authorized users with Portal access can manage the Web Store.
Do not use account code "Default account code"; reports will not be usable.
- Each account code* must be assigned to 1 deposit account (bank added to Portal)
- Each item must be assigned 1 account code
Account codes are chosen by your organization based on your finance system. The account code may be unique to a specific item or a collection of items (e.g. a district may use use an individual account code for each sport or the same account code for all sports).
Items related to integrations must have account codes identical in content and format to those used in the integration. Some integrations automatically add account codes to Portal. Simpliforms is an integration that requires manual updates; send account code changes to email@example.com.
For training or assistance with account codes, contact firstname.lastname@example.org.
*Revenue account code or general ledger code