 | ||
Introduction
In SCView, users may encounter discrepancies between receipt data imported into SCView and subsequent updates made in USAS (Unified School Accounting System). To ensure data consistency and accuracy, it is essential to know how to manually refresh receipt information in SCView.
A. Problem Statement
When changes occur in USAS after receipts have been imported into SCView, these updates do not automatically sync, leading to potential inconsistencies in receipt data within SCView. This issue can impact financial reporting and operational transparency.
B. Solution
To rectify this issue, users must manually refresh each receipt in SCView to reflect the changes made in USAS. This requires specific user permissions and access to SCView’s Receipt tools.
If you've imported receipts into SCView and made a change in USAS, you will need to manually refresh the receipt. Below are the steps to do so. If you do not have the correct permissions, please contact your admin to give you the permissions needed.
The user must have the following permissions for the Receipts doc type:
Search, View, Edit, Append, and Unrestricted
And must have Receipts enabled under the FIS tab
1. Go to Tools > Receipts.
2. Find the receipt to update, right-click and select Refresh from USAS.
After it has updated from USAS, when going to search for the receipt, you will see the receipt with the latest information from USAS.
C. Best Practices
- Maintain Adequate Permissions: Ensure that all users responsible for handling receipts have the necessary permissions (Search, View, Edit, Append, and Unrestricted) for the Receipts doc type.
- Regularly Refresh Data: Make it a routine practice to refresh receipt data after any updates in USAS to maintain consistency in records.
D. Troubleshooting
Permission Issues: If you encounter an error while attempting to refresh receipt data, verify that you have the correct permissions. If permissions are lacking, contact your admin to adjust your user settings.
E. Related Articles
Conclusion
Proactively managing receipt data in SCView by manually refreshing entries after updates in USAS is essential for maintaining accurate financial records. By following the outlined best practices and troubleshooting steps, users can ensure data integrity and effective financial tracking. Should issues arise during this process, verify permissions and configurations, and do not hesitate to seek administrative assistance or support from SCView to resolve any complications efficiently.