Exploring and Understanding the Home Page

The Home Page, also known as the K212 Finance Application Dashboard, will be displayed when the user first signs into the K212 Finance Application.

The Home Page has the following sections (The numbers below correspond to the screenshot):

1.Information Bar

2.Menu Pane

3.Dashboard

4.Pending Approvals

5.Upcoming Announcements

Note: Click on any one of the above links to learn more about that section.

1. Information Bar

The information bar displays (from the left) the K212 Finance logo and the current version of the application, the school board name and the year and period the user is signed in to. On the right hand side, there are three icons: Notifications, Help and User Account with the signed in User Name. For further information regarding those icons, click on the associated hyperlink.

To return to the Dashboard screen from anywhere in the application, you can click on the K212 Finance logo and the Dashboard screen will display.

2. Menu Pane

The Menu Pane houses all of the modules and sub-modules, within the application. The modules are organized in three tabs: Business (selected by default), System, and Favourites.

To access any of the modules, select a menu option icon, then select the relevant module displayed below the menu tab. The sub-modules will be displayed and the user can click on the sub-module to display the associated screen (See below for step by step example). When the chevron icon within that module is pointing downward, all sub-modules are displayed. By clicking the module again, the chevron will point to the right and the module will collapse all sub-modules.

Note: All modules and sub-modules may not display, based on user security settings.

4. Associated screen displayed

The Business tab contains the modules which provide the functionality for day to day business operations (i.e. purchase stock items, or create an invoice etc.).

The System tab contains the modules related to system administration, which are not used on a daily basis (i.e. accounting settings, user security, import/export functionality etc.).

Note: The System tab may not be available to all users, based on the user settings.

In the Favourites tab, the user can add any sub-modules that are used frequently or are important. This allows the user to have the modules easily accessible for convenience purposes, at any time. To add a sub-module to the Favourites tab, click on the star beside the sub-module. This will automatically add the sub-module to the Favourites tab and the star will be highlighted in gold.

To remove a sub-module from the Favourites tab, return to the sub-module in the menu pane and click on the gold star. The gold star will become an outline and the sub-module will be removed from the Favourites.

3. Dashboard

In the center of the Home Page is the Dashboard. Displayed on the Dashboard are the (1) G/L Account Number for which the financial transactions are tracked, (2) a graph representation of the Pre-Commitments, Commitments and Expenses within each period and (3) a grid displaying the fiscal year budget amount, how much was spent in dollars ($) and by percentage (%).

At the top right of the Dashboard (4) is a Settings icon for the G/L Account Number, and a chevron to hide/minimize the Dashboard. To maximize the Dashboard and see the graph and grid, click on the chevron icon again.

Note: Permission to change the G/L Account Number is based on the user security settings.

To change the G/L Account Number, select the Settings icon in the top right corner. The Expenses vs. Budget Settings dialog box will display. If the G/L Account Number is known, it can be manually typed in, or click on the search icon to find a new G/L Account Number. The G/L Search Wizard dialog box will display. To get more information refer to the How to use the G/L Search Wizard section of the manual, or click on the hyperlink.

Once the new G/L Account Number is selected, click Accept. The new G/L Account Number will now display on the Dashboard, and the graph and grid will change to correspond with the new G/L Account Number information.

4. Pending Approvals

There are three types of Pending Approvals displayed in this section: Budget Vouchers, Journal Vouchers and Requisitions. When there is a number displayed beside any one of these pending approvals the user needs to pay attention to that item, as approval is required.

By selecting Budget Vouchers, the user will be redirected to the Budget Voucher Approvals screen, where any budget vouchers waiting for approval will be displayed in the grid. To learn how to Review and Approve or Reject a Budget Voucher, refer to the How to Approve/Reject a Budget Voucher section of this manual or click on the hyperlink.

By selecting Journal Vouchers, the user will be redirected to the Journal Voucher Approvals screen, where any journal vouchers waiting for approval will be displayed in the grid. To learn how to Review and Approve or Reject a Journal Voucher, refer to the How to Approve/Reject a Journal Voucher section of this manual or click on the hyperlink.

By selecting Requisitions, the user will be redirected to the Requisitions Review screen, where any requisitions waiting for approval will be displayed in the grid. To learn how to Review and Approve or Reject a Requisition, refer to the How to Approve/Reject a Requisition section of this manual or click on the hyperlink.

5. Upcoming Announcements

The Upcoming Announcements section is used to provide any important information that the user may need to be made aware of (i.e. news from the board, important dates, school closures, upcoming holiday breaks etc.).

This announcement is configured in the Settings. (System> Board> Announcement, Header and Content).