SchoolCash Support Portal
English
English
French
Spanish
Welcome
Login
Home
Solutions
How can we help you today?
Enter your search term here...
Search
Knowledge base
Release Notes & New Features
Features - New/Enhancement
15
V.2023.3.4.3 - SchoolCash Accounting - January 2023 Release
V.2023.6.1.12 - SchoolFunds Online - January 2023 Release
SchoolCash Forms+ Conditional Logic - December 2022 Release
V.2022.6.1.249 - SchoolFunds Online - November 2022 Release
US Clients - eCheck Payment Update - SchoolCash Online
View all 15
SchoolCash
Tip Sheets
31
Cashbox
Cheque Layout
Checks YTD Itemized
Deposits
Edit Student Names
View all 31
SchoolCash Accounting (SCA)
Category (Chart of Accounts - COA)
4
An Instruction Guide - Chart of Accounts
Cannot Delete a Category
Modify/Rename a Category after Creation
New Category / Account - How to Add
Change Funds (CF) - Cashbox
1
How To - Set Up New Cashbox
Debit or Credit Memo
1
Service Charge Added Incorrectly as a Debit Memo
Issue Checks/Disbursement Activities
19
Add Memo Field Information to Check Stub
An Instruction Guide - Issue Checks / Disbursement
Attach a File to a Check
Can a Combined Check be Issued to Pay Multiple Invoices for a "One-Time" Vendor?
Character Count for Check Data Entry Fields
View all 19
Journal Entries
1
An Instruction Guide - Journal Entries
Ledger Inquire
9
An Instruction Guide - Ledger Inquire
Attached Files Download - Ledger Inquire
Error-Adding a Record on the Ledger Inquire
Error-When Adding a New Record
Journal Entry Transaction Type Record Added to Ledger, Modification Required
View all 9
Non Sufficient Funds_Cash/Checks YTD
5
Add a Logo to NSF Notice
Add Logo to Receipt
An Instruction Guide - Non-Sufficient Funds & Cash/Checks YTD
Outstanding NSF Payments at Year-end
Record an NSF Bank Charge to a Specific Category
Printing
1
Trying to Print SCA Report, Kicked Out to Login Screen
Purchase Order
1
Modify, Void or Complete Purchase Order Features
Reconciliation
7
Add a Direct Deposit
An Instruction Guide - Reconciliation
Error-When Adding a New Record
Error-when Adding a Record in Reconciliation Module and Logged Out of Program
Re-entry of Stale Dated Check Cleared by Bank
View all 7
Reports
9
An Instruction Guide - Reports
Customized Transaction Report 11 - School Level
Determine if a Transaction was Modified
How to Generate Reports
List of Available SchoolCash History Reports
View all 9
Supplier/Vendor Maintenance
1
Vendor Maintenance
Transfers
2
An Instruction Guide - Transfer Entries
Attach a File to a Transfer
Year End SchoolCash Accounting Rollover
10
1. Automated SCA Year End Rollover Process
1. Manual SCA Year End Rollover Process
1a. Manual Data Verification Sheet - SCA Year End Rollover Process
2. Year End Rollover Warning - Change Date - What does this message indicate?
Automated SCA Year End Rollover - Reports
View all 10
Year End Checklist Warnings & Suggestions
6
Year End Checklist # 1 Indicates a Non-existent Un-posted Deposit
Year End Checklist # 7 is Showing as Outstanding
Year End Checklist # 2a & 2b - Outstanding Category Current Balance - Fix
Year End Checklist # 9 is Bank Account is NOT Reconciled to End of Fiscal Year
Year End Checklist #12 - Year End Report balance(s) do not match
View all 6
Atrieve
2
New Atrieve Transaction Status page
Resend or mark a deposit to Atrieve as sent
Other
3
Investments - How to Record
School Staff - New to Role, what and where are training sessions available?
SchoolCash Accounting User Interface Revision 2021
SchoolCash Catalog (SCC)
Clover Device
1
Contact Clover Device Support
Create or edit Items
28
Maximum Field Character Counts
How to Copy an Item from One Year to Another
How to Create Item w/ Options & Choices - Set up for Sort & Display Order
Unable to Edit an Item
Edit an Attachment - Change to ‘Required’ from ‘Optional’
View all 28
Email Notifications and NSF notifications
3
Email Notifications
Email Reminder Notifications
Notification of Rejected Online Payment
Gate Receipting
1
Gate Receipting - POS Clover Flex Device
Group Management & Group Import
7
Delete a Group Import
Error-Group Import
Group Import Requirements
How to Create a Group in Group Management
How to Create a Group in Group Management - Video
View all 7
Item Attachments
19
Attaching Items to New Registered Student
Attachment by Course Optional - without Effective Cut Off Date
Attachment by Course Required - with Effective Cut Off Date
Attachment by Course Required - without Effective Cut-Off Date
Attachment with a Partial Refund Disappeared
View all 19
SchoolCash Forms Plus
0
Other (SCC)
12
Auto Cost Recovery
Auto Cost Recovery Process
Cost Recovery - Manual
Create QR Code for an Item
Explanation - Student Leaves the School (Inactivated) with Outstanding Fees
View all 12
Public_Unlisted
11
Addition of Link on School's Web Page to Public Items
Difference between Public and Unlisted
Error for an 'Unlisted' item link
Fee Link - View Items Window Field Label
How To Create an Unlisted Item for Staff Purchase
View all 11
Refunds
20
An Overview of How to Refund-Online Payments & Register Payments
Attachment Disappears for Item with Partial Refund
Bulk Refunds
Credit Card Refund Rejected - Next Steps
How to Refund - KEV Connect Presentation
View all 20
Reports
11
1 Report with Breakdown - Value-Based Pricing (VBP) Transactional
2 Item Order Report CSV Breakdown - Value-Based Pricing (VBP) Transactional
3 Item with Options Report for Vendor & Distribution - Value-Based Pricing (VBP) Transactional
How to Generate Reports
Pending Register Transactions Report [District Users]
View all 11
Scheduled Payments
5
Cancellation of Scheduled Payments
Revise Credit Card Information for a Scheduled Payment
Scheduled Payments - Payment Setup Detailed
Scheduled Payments - Twice a Month Frequency Detailed
Scheduled Payments Scenario
Year End Preparation for SchoolCash Catalog
5
Year End - SchoolCash Online Rejected Payments
Year End - SchoolCash Online Partial Payments
Year End - Best Practice-Required Items, SchoolCash Catalog
Year End - SchoolCash Register - Close Out
Year End - SchoolCash Register - Complete All Group Collections
Year End Rollover SchoolCash Catalog
2
Automatic SchoolCash Catalog Rollover
Year End SchoolCash Catalog Rollover Banners
SchoolCash Online (SCO)
Items
2
Expiry Time on End Date
Item with Permission Form
Notifications
1
Email Notifications
Other
1
Student Leaves School Will Parent See the Student tab?
Payment, Purchasing
8
Check Out Item Limit
Credit Card Information Change
Guest Checkout and an Existing SchoolCash Online Account Purchaser
Guest Checkout Feature
Guest Checkout, Existing SCO Account & Unlisted Item
View all 8
Receipts
1
Parent's Online Receipt
Rejected Items
2
Online Rejected Payments Banner (Red Banner & Lockdown)
Scheduled Payment Rejection Emails
Donations
1
Parent Donated in Error
SchoolCash Register (SCR)
Check Out & Various Payments
29
4 Reasons to Use the SchoolCash Register
Add a New SchoolCash Register Cash Drawer
Add Additional Item to Pay Expired Optional/Mandatory Item
Check Amount is Higher than the Item Cost
Check Payment for Multiple Items and Family Members
View all 29
Close Out
7
Add Additional Item Not Included in Receipt
Cash Drawer - How to Close Out SchoolCash Register Drawer
Detailed Cash Screen
Float Left Behind in Error
Incorrectly Closed Out a Cash Drawer Which Did Not Balance
View all 7
Errors
1
Error Occurred when Adding Additional Items
Group Collection
3
How to Complete a Group Collection
How to Create a Group Collection
Partial Payments
Receipts Re-Print
2
Reprint a Receipt for an Online Payment
Reprinted Receipt is Blank
Refunds
4
Error - Refund by Cash in Register Instead of Online through SchoolCash Catalog
How to Refund Cash or Check Payments - Video
How to Refund Overview - Cash or Check Register & Online Payments
Refund Correction - Issued Incorrectly or by Error
SchoolCash Express - Teacher's Access (SCE)
User guides
4
Teacher QuickStart - Full Guide
Teacher QuickStart - Item Catalog Guide
SchoolCash Express Training Guide
Filtering Capabilities and Custom Forms Report 2020.8.19
USER GUIDES - SchoolCash
SchoolCash Access User Guides
2
SchoolCash Access User Guide (SCA)
SchoolCash Access Administrator Guide (SCA)