Processes and Procedures
Processes and Procedures
OCAS Manual with hyperlinks (no local codes) July 2021
New Procedures for Activity Fund Purchased Services In-District effective July 1 2021
Travel Reimbursement Directions Aug 2021
Travel Policies & Procedures August 2021
Budget Report Prior Year Library for Accreditation
FORM Activity Fund - Treasury Slip
FORM Activity Fund - Treasury Slip with Breakdown
FORM Activity Fund - Student Cash Roster
FORM Activity Fund - Inventory Reconciliation
FORM - Activity Fund - Fundraiser Reconciliation
FORM Activity Fund- Cash Register Reconciliation Book Fair
FORM Activity Fund- Budget Amendment Form
FORM Activity Fund- Fundraiser Request
FORM Activity Fund - Activity Account Balancing Ledger
FORM Activity Fund - Budget Form
FORM Unauthorized Purchasing Procedure
Cash Handling Procedures for Secretaries/Activity Fund Custodians
Cash Handling Procedures for Rougher Kidz Quest
Budget - Account Inquiry by Account Mask - alio
Generate Library Budget in alio
Ocas Code Cheat Sheet-often used codes
alio- Budget Lookup General Fund
Cash Handling Procedures for Teachers
alio-Changing Default Years in Req Entry
alio-Entering Receiving Records
alio- Deleting Receiving Records
alio-Entering Blanket Requisitions
alio-Entering Line Item Requisitions
alio-Correcting Errors on Requisitions that have been Disapproved by AP
alio-Home Screen & Viewing Requisition Messages
alio-Purchase Order-Paid or Closed? How to know
alio-Purchase Order Inquiry/Lookup
alio-Requisition Inquiry/Lookup
alio- Viewing Receiving Records
OCAS Code Dimenstion Breakdown
OCAS Code Dimension Breakdown #2 Segment by Segment
alio-Open Purchase Order Report
alio-OCAS dimension /segment definitions #3
alio-Life Cycle of a Purchase Order
Energy Saving Program Guidelines-Pay Treasurer @ BEST Center-Medical forms to HR Depart.