Business & Finance

• Accounts Payable Schedule: 2023-2024 | 2024-2025  
• Accounts Payable Schedule for Activity Funds: 2023-2024 
• Bid Quotation Record Form 
• Budget Amendment Form 
• Cash Management Procedures 
  • Deposit Template 
• Contribution Acknowledgement Form 
• Elgin ISD Purchasing Thresholds 
• Instructions / Cheat Sheets:
  • General Ledger Inquiry 
  • Outstanding PO 
  • Detailed List of Transactions 
  • Requisition 
  • Budget Amendment 
  • Insert Documents into Requisition 
• Purchasing Guidelines 
• Requisition Checklist 
• Sales Tax Exemption Form 
• TEA Justification Form for Field Trips with Federal Funds 

• Fixed Asset Inventory Control Guidelines 
• Fixed Asset Inventory Control Change Form 

Steps for accessing and completing the Fixed Asset Inventory Control Change Form:

1. Login to Eduphoria 
   • How to Login to Eduphoria 
2. Choose Formspace
3. Select "Submit New Form" in bottom left corner
4. Choose Business Office
5. Choose Fixed Asset Inventory Control - Change Form
6. Select Move Item
7. Complete Form
8. Click Submit Form

• 2019-2020 Records Management Plan & Procedures 

Campus and departments should, on an annual basis, review the following instructions concerning records; to ensure the efficient, and effective control over school district records consistent with requirements of the Texas Local Government Records.

• Find out how long to keep campus and department records by accessing the following links
  • Record Control Schedule SD for Campuses 
  • Retention Schedule GR 
• To destroy records or send records to storage
  • A log of records eligible for destruction and a log of records to be stored must be maintained. The principal or department supervisor should sign for permission to destroy or send records to storage.
  • Records Transfer Request Form 
  • Records Disposition Log 
  • Record Box ID Label 
• Storage boxes for retention use are provided by the campus. Records to be destroyed should be packed in boxes no larger than a copy paper box (storage boxes should not be used to pack records to be destroyed).
• Records destruction will be scheduled annually in the fall. Refer to the Records Management Cheat Sheet for deadlines and timelines. The Business Office will notify the campus/department offices of the scheduled dates for records to be picked up by the Maintenance Department.