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West Linn-Wilsonville School District

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Reference Materials/School Information

Business Office Reference Materials

TIPS, TRICKS & MORE Booklet - (August 2019)

Bank of America Purchase Cards:

New Access Instructions

Managing Transactions for Approver

Creating a Purchase Request

iVisions:

Purchase Order Revisions - UPDATED (May 2019)

Creating a Blanket (OPEN) Purchase Order

Manage Documents - Attaching Documents in TCM - (2023)

Requisition/Purchase Order Creation - (2023)

Printing Purchase Orders - (August 2018)

iVisions Basics for Principal & Secretaries (Update Coming Soon)

iVisions Login Basics for Staff (Update Coming Soon)

Quick Requisition Template after opening you must Save As type: Excel 97-2003 Workbook (*.xls)

Printing an Open PO report

Printing a Budget Control Group Report

Creating a Budget Adjustment

Changing your Connection Group/Fiscal Year

Expenditure Account Descriptions

Function Descriptions

Accessing Fund 209

Fund 209 Description

Deposit Guidelines

Deposit Detail Form (fillable form)