This step-by-step guide helps administrators enable SBITA accounting,, assign department values, and configure payment schedules and accounting details. It also shows how to run Gravity Sheets process automation to keep lease and payment data synchronized.

Template Creation

1. Click "Open" on the SBITA Accounting GASB 96 card.

2. Expand the "SBITA Accounting" folder in the sidebar.

3. Open the menu beside teh department you want to add a lease template to and select "Add Child" > "Data Store".

4. Select "SBITA Component" from the template dropdown.

5. Select the department to add the lease to.

6. Click "Create" to add the new data store.

Finance Component Configuration

7. In the lease template, enter in details regarding the SBITA lease.
   Note: All fields marked with an asterisk are mandatory and need to be filled out before you can generate the payment schedule.

8. Navigate to the "Options" tab.

9. In the "Options" tab, you can add extension and cancellation options.
   Note: To enable or disable an option, click on the checkmark boxes.

10. When complete, navigate to the "Periodic Increases" tab.

11. If there are any periodic increases to the lease, you can enter that information into this table.

12. Select the appropriate fund type from the dropdown menu and fill out the rest of the accounting details for the lease.
    Note: You can split the allocations of the lease between funds or departments by changing the percentages in column B.

13. When finished, navigate to the "Accounting Details" tab.

14. Navigate to the "Lease_Change" tab.

15. In the "Lease Change" sheet, enter in any changes that happen to the lease.

16. Navigate to the "Payment_Schedule" tab.

Automation Management

17. To fill out the Payment Schedule, navigate to Extensions > Gravity Sheets > Process Automation.

18. Click on the checkmark icon beside "Leasing"
    Note: This automation processes should be done after a lease change and when recalibrating the payment schedule after a lease change.