{"id":4803,"date":"2025-08-14T14:20:07","date_gmt":"2025-08-14T18:20:07","guid":{"rendered":"https:\/\/www.stlucie.k12.fl.us\/finance\/?page_id=4803"},"modified":"2025-08-14T14:26:42","modified_gmt":"2025-08-14T18:26:42","slug":"bookkeeper-secretary-resources","status":"publish","type":"page","link":"https:\/\/www.stlucie.k12.fl.us\/finance\/bookkeeper-secretary-resources\/","title":{"rendered":"Bookkeeper-Secretary Resources"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column width=&#8221;1\/2&#8243;][vc_empty_space][vc_column_text]<\/p>\n<h4>Simply Bookkeeping<\/h4>\n<hr \/>\n<p>[\/vc_column_text][vc_column_text css=&#8221;&#8221;]<\/p>\n<ul>\n<li><a href=\"https:\/\/www.fldoe.org\/finance\/fl-edu-finance-program-fefp\/financial-program-cost-accounting-repo.stml\">Red Book<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Object-Code-Cheat-Sheet.pdf\">Object Code Cheat Sheet<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Blank-Conference-Title-1-Form.pdf\">Conference Travel with Federal Funds Form<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Entering-Returns-Credits-in-Skyward.pdf\">Entering Returns-Credits in Skyward<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Fac-Use-Sec-Bookkeeper-Ref-Guide.pdf\">Facility Use Requests &#8211; Approval Guide<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Function-Code-Cheat-Sheet.pdf\">Function Code Cheat Sheet<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/forms\/SEC0033.pdf\">Field Trip Manual<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/HOW-TO-DO-A-BUDGET-TRANSFER-IN-SKYWARD.pdf\">How to: Budget Transfers (Skyward)<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Coding-a-P-Card-Transaction-in-TRUIST.pdf\">How To: View Operating Accounts<\/a><\/li>\n<li><a href=\"http:\/\/www.fldoe.org\/core\/fileparse.php\/7507\/urlt\/AppendixA.pdf\">Is it Supplies or Equipment?<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Quick-Reference-Guide-for-Teachers.pdf\">Quick Reference Guide for End Users<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/P-Card-Manual.pdf\">P-Card Manual<\/a><\/li>\n<li><a href=\"https:\/\/stluciecountyschools.filebound.com\/portal\/category\/P-Card%20Exception%20Approval\">P-Card &#8211; Prior Approval for Purchases<\/a>\u00a0(Exception Approval Request)<\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Coding-a-P-Card-Transaction-in-TRUIST.pdf\">P-Card &#8211; Coding a P-Card Transaction<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Project-Code-Cheat-Sheet.pdf\">Project Code Cheat Sheet<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Receiving-Helpful-Hints.pdf\">Receiving Helpful Hints<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/DR-46NT-Nontaxable-Items.pdf\">Sales Tax &#8211; Non-taxable items list<\/a><\/li>\n<li><a href=\"https:\/\/stluciepublicschools.sharepoint.com\/sites\/Records\">Shredding Information<\/a> (login required)<\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Travel-Policy.pdf\">Travel Helpful Hints<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/departments\/purchasing\/vendor-application\/\">Vendor Application<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Walmart-Online-Ordering.pdf\">Wal-Mart online ordering<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Business-Services-Contacts.pdf\">Who do I Call? Contact Q&amp;A\u00a0<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Year-End-Memo.pdf\">Year End Memo<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text]<\/p>\n<h4>Internal Accounts\/SBAA<\/h4>\n<hr \/>\n<p>[\/vc_column_text][vc_column_text]<\/p>\n<ul>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Checklist-for-Internal-Account-Reports.pdf\">Checklist for Internal Accounts<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Checks-Received-by-Mail-TEMPLATE-LOG.pdf\">Checks Received by Mail (Log)<\/a><\/li>\n<li><a href=\"http:\/\/www.stlucie.k12.fl.us\/pdf\/forms\/FIN0007.pdf\">Check Requisition<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Corrective-Action-Plans-Instructions.pdf\">Corrective Action Plan &#8211; Instructions<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Donation-Info.pdf\">Donations &#8211; Information\/Procedures<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Financial-Guidlines-Internal-Accounts.pdf\">Financial Guidelines for Sponsors<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/forms\/PUR0012.pdf\">Fixed Asset Acquisition<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Fundraiser-Financial-Report.pdf\">Fundraiser Financial Report<\/a><\/li>\n<li><a href=\"http:\/\/www.stlucie.k12.fl.us\/pdf\/forms\/FIN0046.pdf\">Fundraiser Request\/ Profit &amp; Loss<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Game-Workers-Vouchers-25-per-Game-Voucher.pdf\">Game Worker Voucher<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Green-Shirt-Workers-50-per-Game-Voucher.pdf\">Green Shirt Workers Voucher<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Intramural-Sports-Finance-Procedures.pdf\">Intramurals &#8211; Finance Procedures<\/a> \/ <a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Game-Worker-Stipend-Payment-Process.pdf\">Game Worker Stipend Payment Process<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/inventory-worksheet-instructions.pdf\">Inventory Instructions<\/a> <a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Inventory.xlsx\">(Excel)<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Master-Purchase-Order-Form.xlsx\">Master PO Form<\/a>\u00a0(SBAA only)<\/li>\n<li><a href=\"http:\/\/www.stlucie.k12.fl.us\/pdf\/forms\/FIN0040.pdf\">Monies Collected Form<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Non-Taxable-Items-FL-Dept-of-Revenue.pdf\">Non-Taxable Items<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Principals-Manual-Internal-Accounting.pdf\">Principal&#8217;s Manual for Internal Accounts<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Principals-Procedures.pdf\">Principal&#8217;s Procedures<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Master-Purchase-Order-Form.xlsx\">Purchase Order Request<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Remote-Deposit-Capture-Instructions.pdf\">Remote Deposit Capture Instructions<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Request-for-PTO-Funds.pdf\">Request for PTO Funds<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/NSFchecks.pdf\">Returned Check Collection Notice<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Sales-Tax-Guidance-for-IA-manual.pdf\">Sales Tax Guidance\u00a0<\/a>\/<a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Sales-Tax-Remittance-Worksheet.xlsx\">Excel<\/a><\/li>\n<li><a href=\"http:\/\/floridarevenue.com\/Forms_library\/current\/dr15mo.pdf\">Sales Tax &#8211; Out of State Purchase<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Sponsor-Report-Example-Instructions.pdf\">Sponsor Report <\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Temporary-Change-Fund-Form.pdf\">Temporary Change Funds<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Ticket_Inventory_Log.xls\">Ticket Inventory Log<\/a><\/li>\n<li><a href=\"http:\/\/www.stlucie.k12.fl.us\/pdf\/forms\/ATH0011.pdf\">Ticket Sales Report<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_empty_space][vc_column_text]<\/p>\n<h4>Stipends\/Additional Hours<\/h4>\n<hr \/>\n<p>[\/vc_column_text][vc_column_text]<\/p>\n<ul>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Stipend-Procedures-Process.pdf\">Process<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Blank-Stipend-Request.xlsx\">Stipend\/Additional Hours Form<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Time-Conversion-Chart.pdf\">Time Conversion Chart<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/Substitute-Pay-Schedule.pdf\">Subs to be Paid by Schedule<\/a>\u00a0\/ <a href=\"http:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Subs-Paid-By.xlsx\">XLS Form<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Applicable-Rates-of-Pay.pdf\">Applicable Rates of Pay<\/a><\/li>\n<li>Gameworkers\u00a0 &#8211; <a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Gameworker-Procedures.pdf\">Process<\/a> | <a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Blank-Gameworker-Request.xlsx\">Form<\/a><\/li>\n<li>Clinicians &#8211; <a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Clinician-Process.pdf\">Process<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text]<\/p>\n<h4>Purchasing\u00a0Info<\/h4>\n<hr \/>\n<p>[\/vc_column_text][vc_column_text css=&#8221;&#8221;]<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Requisition-Import-Template.xlsx\">Requisition Import Template<\/a>\u00a0\/ <a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Requisition-Import-Example.xlsx\">Example<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/purch\/open-contracts\/\">Active Contract List<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Jessica-Lunsford-Act-School-Procedures.pdf\">Jessica Lunsford Requirements<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text]<\/p>\n<h4>Training<\/h4>\n<hr \/>\n<p>[\/vc_column_text][vc_column_text]<\/p>\n<ul>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Introductory-Training.pdf\">Introductory Training<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Accounts-Payble-Training.pdf\">Accounts Payable Training<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Bank-Recon-Training-2-2-24.pdf\">Bank Reconciliation Training<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Budget-Reporting.pdf\">Budget &amp; Reporting<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Excel-Requisition-Import.pdf\">Excel Requisition Import Training<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Excel-Beginner-Training.pdf\">Excel Training &#8211; Beginner<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Excel-Advanced-Training.pdf\">Excel Training &#8211; Advanced<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Bookkeeper-Presentation.pdf\">Internal Accounts Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Training-092316.pdf\">Internal Accounts<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Internal-Accounts-Presentation-011115.pdf\">Internal Accounts<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Purchasing-Training-101716.pdf\">Purchasing 1<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Purchasing-Training-021016.pdf\">Purchasing 2<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/P-Card-ESP-Enterprise-Spend-Platform-Training.pdf\">P-Card Training<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/School-Pay.pdf\">SchoolPay Training<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Stipend-Training.pdf\">Stipend Training<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Title-I-Training.pdf\">Title I Training<\/a><\/li>\n<li><a href=\"https:\/\/www.stlucie.k12.fl.us\/pdf\/departments\/finance\/book\/Bookkeeper-Training-Year-End.pdf\">Year End Training<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column width=&#8221;1\/2&#8243;][vc_empty_space][vc_column_text] Simply Bookkeeping [\/vc_column_text][vc_column_text css=&#8221;&#8221;] Red Book Object Code Cheat Sheet Conference Travel with Federal Funds Form Entering Returns-Credits in Skyward Facility Use Requests &#8211; Approval Guide Function Code Cheat Sheet Field Trip Manual How to: Budget Transfers (Skyward) How To: View Operating Accounts Is it Supplies or Equipment? Quick Reference Guide for End&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-4803","page","type-page","status-publish","hentry","description-off"],"_links":{"self":[{"href":"https:\/\/www.stlucie.k12.fl.us\/finance\/wp-json\/wp\/v2\/pages\/4803","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.stlucie.k12.fl.us\/finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.stlucie.k12.fl.us\/finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.stlucie.k12.fl.us\/finance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.stlucie.k12.fl.us\/finance\/wp-json\/wp\/v2\/comments?post=4803"}],"version-history":[{"count":3,"href":"https:\/\/www.stlucie.k12.fl.us\/finance\/wp-json\/wp\/v2\/pages\/4803\/revisions"}],"predecessor-version":[{"id":4809,"href":"https:\/\/www.stlucie.k12.fl.us\/finance\/wp-json\/wp\/v2\/pages\/4803\/revisions\/4809"}],"wp:attachment":[{"href":"https:\/\/www.stlucie.k12.fl.us\/finance\/wp-json\/wp\/v2\/media?parent=4803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}