A Fund Account in an alternative payment method that is subsidized by an outside source. This is commonly referred to as a Principal's Fund or PTO Fund. The Fund Account Settings page allows you to create Fund Accounts and manage their settings.


These Fund Accounts are available to use in the POS Console during meal service as Other Payment Methods.



-> Go To: Point of Sale > SETTINGS > Fund Accounts > Fund Account Settings


Manage Fund Account Settings

1. Click Add to create a new Fund Account or click Edit to edit a current one.


2. Enter a *Fund Name for the account.


The Balance field displays the current balance for the account and cannot be modified.


3. Choose to Allow Visiting Students to use the Fund Account.


4. Chose to Allow Anonymous Customers to use the Fund Account 


5. Choose to Allow Unlimited Overdraw with the Fund Account.


6. Enable Restrict Fund Use to Schools If you want to allow only specific schools to use the Fund Account


-> If Enabled, select the individual school(s) that will have access to use the Fund Account.


7. Fund Account Status defaults to Active. If the Fund Account is no longer used, select Inactive to hide it.
Inactive Fund Accounts no longer show up in Search or display in the list. Check Include Inactive when searching to locate them.


8. Click Save to save the Fund Account or Cancel to cancel.