Financial Documents

Overview

This section is a full document manager for financial files. A folder tree appears on the left; create folders and upload files on the right. Files can optionally be linked to a student and given an expiration date (useful for receipts, certifications, and annual forms).

Default Folder Structure

When you first open this page, FireSafe creates:

• Financial Documents (top-level — cannot be deleted)
• Booster Report
• Budget Ledgers
  • Booster Budget
  • School System Budget
• Fundraiser Receipts

You can rename or delete any folder except the top-level “Financial Documents” folder. Folders can be nested.

Creating Folders

Use Create New Folder on the right. The new folder is created under the folder you are currently viewing.

Uploading Files

Choose a file, optionally associate it with a student, optionally set an expiration date, then click Upload File. A progress bar shows upload status.

Student Association (optional)

When uploading, you can link the file to a specific student in the program. The student name appears next to the file in the list. Useful for individual receipts, commitment forms, or student-specific paperwork.

Expiration Date (optional)

Set an expiration date for documents that renew (background checks, certifications, annual forms, etc.). Expired dates are highlighted in red in the file list.

Managing Files & Folders

• View / Download — click a file name to open it
• Rename — available for files and subfolders (file extensions cannot be changed)
• Delete — available for files and subfolders (folders must be empty first)
• Sort files — by Name, Student, or Expiration

Receipts & Common Uses

• Store fundraiser receipts in the Fundraiser Receipts folder (or create campaign-specific subfolders).
• Keep budget ledgers and booster reports in the default Budget Ledgers structure for audits.
• Attach student-specific receipts or forms using the student association when uploading.
• Use expiration dates for anything that must be renewed each year.

Show Tips

Check Show Tips near the top of the page for a quick reminder about folders, student association, and expiration dates.