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Bookkeeper user guide

A Bookkeeper has access to the school account’s financial reporting. The Bookkeeper role allows users who handle accounting to access and export financial information only.

How to activate your account

If your district is using Microsoft Active Directory integration, you will be able to access your account by simply clicking “Log in with Microsoft/Google” single sign-on with no additional activation required.

If your district is not integrating with Active Directory, you will need to activate your account by clicking the “Activate Now” link located in the activation email. If you need a copy of the activation email, please contact your account manager. The activation email is delivered from

Next steps & things to consider

Once you have activated your account, you will have access to the Admin Menu. You will find the Deposit Report function. Your account manager will provide you with training and support on exporting Deposit Reports for your selected time period.

You can also find resources and guides in this help center. Use the search bar at the top to find answers to your questions.

How does the bookkeeper account differ from other accounts?

The Bookkeeper role is limited and designed only for users to access and export financial reports for reconciliation purposes.

Bookkeeper account limitations

Bookkeepers can not build forms, access form response information or perform any non-finance related functions in Permission Click.

Most common use cases for bookkeeper users

The most common use case for bookers is exporting Deposit Reports.

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