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NFSMI FUNDamentals - Getting Started

This document describes the steps needed to get your NFSMI FUNDamentals software up and running. 

This document assumes that the NFSMI FUNDamentals software has been installed and the NFSMI FUNDamentals Setup Wizard has been completed. If the Setup Wizard has not been completed, you will see a New Setup button or a Finish Setup button instead of the normal login screen. This document also assumes that your NFSMI FUNDamentals is current (version 10.1.5 or higher) as the menu system has changed.

Beginning with version 10.1.5, for new installations, and version 10.1.6 (coming soon), for updates to existing installations, users have had the option of operating the software from the Classic Launch Pad or the MyFUNDamentals Launch Pad. Click on the image that resembles the Launch Pad you are using.

The MyFUNDamentals Launch Pads powerful menu system allows us to build a
menu
 that reflects the unique processes and monthly procedures at your district. The Classic NFSMI FUNDamentals Launch Pad

New Setup Instructions Using the Classic Interface

  1. Make sure your NFSMI FUNDamentals software is up to date.
  2. Review your Schools List
  3. Review your Administrative Centers List if you need to add Prep Kitchens, Warehouses, or other Administrative Cost Centers
  4. Review the linking of Administrative Center and adjust as needed   (only applies to customers utilizing the SFSD Prep Kitchen Add-On Module for NFSMI FUNDamentals)
  5. Establish a Base Production Calendar
  6. Copy the Base Production Calendar
  7. Enter Budgeted Daily Labor Hours
  8. Verify Meal Pricing
  9. Adjust the Indirect Cost Percentage for your district
  10. Verify Federal Reimbursement Rates
  11. Enter Beginning Inventory Values
  12. Federal Program Eligibility (Free and Reduced Applications Counts)

Optional Setup Steps for new users:

  1. Verify State Reimbursement Rates if you receive monthly reimbursements for student meals on a meals time rate basis.
  2. Add or Delete Revenue and Expenditure Subcategories - It is often desirable to create or edit these descriptions to match your district's accounting structure. Core subcategories may not be deleted. Otherwise, these subcategories may be edited, added, or deleted.
  3. Enter the District Beginning Fund Balance (for the foodservice fund only)

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New Setup Instructions Using the MyFUNDamentals Interface

  1. Make sure your NFSMI FUNDamentals software is up to date.
  2. Review your Schools List
  3. Review your Administrative Centers List if you need to add Prep Kitchens, Warehouses, or other Administrative Cost Centers
  4. Review the linking of Administrative Center and adjust as needed   (only applies to customers utilizing the SFSD Prep Kitchen Add-On Module for NFSMI FUNDamentals)
  5. Establish a Base Production Calendar
  6. Enter Budgeted Daily Labor Hours
  7. Verify Meal Pricing
  8. Adjust the Indirect Cost Percentage for your district
  9. Verify Federal Reimbursement Rates
  10. Enter Beginning Inventory Values
  11. Federal Program Eligibility (Free and Reduced Applications Counts)

Optional Setup Steps for new users:

  1. Verify State Reimbursement Rates if you receive monthly reimbursements for student meals on a meals time rate basis.
  2. Add or Delete Revenue and Expenditure Subcategories - It is highly recommended to create or edit these descriptions to match your district's accounting structure. Core subcategories may not be deleted. Otherwise, these subcategories may be edited, added, or deleted.
  3. Enter the District Beginning Fund Balance (Foodservice Fund only)

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