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Re: activity account
That would be great, but in 3 years I’ve had 4 finance clerks. The first one had been there forever and was very lenient. She’d just hand over the credit card whenever I asked for it. After she was fired I keep asking for guidance but they’re too busy learning how to do their job.
Your campus business or office manager should have a training for you. Or should be able to walk you through it.
If not, try one of the larger ISDs like Dallas or Houston - nearly all of their official training documents get put up on one school’s website or another.