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Writer's pictureThomas Rossi

Acctree.com and Segregation of Duties

Updated: Apr 9


Student Activity Funds

By separating user roles into District Users, School Users, and Fund Advisors, AcctTree.com ensures that different individuals are responsible for specific tasks related to student activity funds, reducing the risk of potential misappropriation or errors. The system's features, such as real-time oversight, view-only access, online reconciliation, transaction locking, and audit trail, further enhance transparency and accountability.


For District Users, AcctTree.com offers tools for effective oversight, including access to all transactions and reporting with view-only permissions, facilitating their fiduciary responsibilities for the student activity funds.


School Users are provided with an easy-to-use interface to access student activity fund balances, record transactions, and print checks, enabling them to efficiently process and record the fund activity.


Fund Advisors are granted view-only access to balances and transactions for the student activity fund(s) they are responsible for, along with online deposit forms, streamlining their interactions with the system.


AcctTree.com offers a comprehensive solution to help educational institutions manage student activity funds securely and in accordance with the proper segregation of duties.


If you are interested in learning more about

AcctTree.com, click on the 3-month trial button and we'll get back to you as quickly as we can.


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