WebSmart Overview

WebSmart by JR3 is a web-based, easy to use system that will provide any sized school with the tools necessary to track their students and handle the school's business office functions. It contains the following modules — Finance, Students, Compliance, My Portal, and Admin. Each module contains several sub-modules.

Click the links below to access the help topics for the different modules and sub-modules.

Click here for the update release notes and tech docs. Check here for a description of updates to this online help.

General Program	Finance - General Ledger	Finance - HR
About the Employee Portal Create a reimbursement request Create a requisition in My Portal Upload my signature	Ledger Manager overview Closing a ledger Open a ledger	HR overview How to add an employee About splitting the direct deposit Enter leave forms COVID-19 screening Contact Tracing Report
Finance - Payroll	Finance - Purchasing & AP	Finance - Banking & Receipts
Payroll overview Process a standard payroll batch Process a supplemental payroll batch Monthly payroll checklist About benefit programs	Purchasing and Accounts Payable Overview Create a requisition Approve a requisition Create a manual purchase order About Signatories Create a purchasing signatory Create bills Receive purchase orders Enter a credit memo Create a reimbursement signatory Approve a reimbursement bill Make payments — AP checks & payroll liability checks Add vendors Using vendor approval Merge vendors	Banking and Receipts Overview Setup banks
Finance - Assets	Finance - Reports	Students
	Finance reports overview Account code mask report filter Date range filter GL reports	Student Manager overview COVID-19 screening
Students - Grades	Students - Attendance	Students - Scheduling
Grades overview Create a grading scheme Teachers - add a grading policy	Attendance changes for remote learning	Scheduling overview Create the course catalog Create graduation plans Schedule Manager overview Create a grading policy for district/campus Create a schedule by copying a schedule Create a schedule from scratch Add skill sets Link campuses to attendance tracks Add academic plans Add an instructional period
Students - Transportation	Students - Health	Students - Reports
Transportation overview		Student reports overview Contact Tracing Report
Compliance - State	Compliance - Federal	Compliance - Reports
	IRS Form 1099	Compliance reports overview
Admin - Security	Admin - District	Admin - Facilities
	Link campuses to attendance tracks Add academic plans Add an instructional period	Add physical facilities
Admin - Reports	Admin

WebSmart Overview

General Program

Finance - General Ledger

Finance - HR

Finance - Payroll

Finance - Purchasing & AP

Finance - Banking & Receipts

Finance - Assets

Finance - Reports

Students

Students - Grades

Students - Attendance

Students - Scheduling

Students - Transportation

Students - Health

Students - Reports

Compliance - State

Compliance - Federal

Compliance - Reports

Admin - Security

Admin - District

Admin - Facilities

Admin - Reports

Admin

Still need help? Click the links at the top for email & eSupport Or phone: 866.759.1902

Still need help?
Click the links at the top for email & eSupport
Or phone: 866.759.1902