Who is this for? #

A director who wants to use any of the Finances features in Presto Assistant.

Financial Accounts are required when using the Finances features in Presto Assistant. This will help keep any district and booster club funds separated, which could make your campus bookkeeper happy!

Quick steps #

  1. Two ways to add a new Financial Account:
    • Go to the Finances Overview page From the left navigation menu. Find the Financial Accounts section near the bottom of the Finances Overview page and press the + Financial Account button.
    • Add a Financial Item and press the link that reads "Add financial account".
  2. On the New Financial Account page, complete the form.
    • If your district and organization have enabled online payments with Stripe, you can choose to allow online payments for all financial items on the new account.
    • Review your data in the dialog and confirm.
  3. You will see the Financial Account details page.
  4. Select the new Financial Account when creating new Financial Items.
  5. Filter the Financial Items and Financial Payments tables by Financial Account to get a better view of your organization's financial health.

Detailed steps #

  1. Two ways to add a new Financial Account:

    • Go to the Finances Overview page From the left navigation menu. Find the Financial Accounts section near the bottom of the Finances Overview page and press the + Financial Account button.

Finances overview page highlighting the Financial Accounts section and the button to add a new Financial Account.

On the Finances Overview page, press the button to add a new Financial Account
  • Add a Financial Item and press the link that reads "Add financial account".

New Financial Item form highlighting the link to add a new Financial Account.

On the New Financial Item page, add a new Financial Account
  1. On the New Financial Account page, complete the form.
    • If your district and organization have enabled online payments with Stripe, you can choose to allow online payments for all financial items on the new account.

Financial Account form highlighting the "allow online payments" checkbox and the submit button.

Complete the form and allow online payments if needed

Financial Account form confirmation dialog highlighting the submit button.

Review the information and confirm
  1. You will see the Financial Account details page.

The details page for the new Financial Account.

Financial Account details page
  1. Select the new Financial Account when creating new Financial Items.

Financial Item form highlighting the select element for Financial Accounts.

Select a Financial Account when adding or updating a Financial Item
  1. Filter the Financial Items and Financial Payments tables by Financial Account to get a better view of your organization's financial health.

Financial Items table highlighting the filter for Financial Accounts.

Use the Financial Accounts filter to quickly see your data

Next Steps #

  • If your district and organization need to use online payments, learn more in this article.

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