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Knowledge base
Release Notes & New Features
Features - New/Enhancement
20
SchoolCash Online - Online Partial Payments – May Release
SchoolCash Forms+ - Pricing and Calculations - April Release Notes
SchoolCash Accounting – Lunch Program – March Release
SchoolCash Forms - Upload Files up to 5MB - March Release
V.2023.6.1.107 - SchoolFunds Online - February 2023 Release
View all 20
SchoolCash
Tip Sheets
31
Cashbox
Cheque Layout
Checks YTD Itemized
Deposits
Edit Student Names
View all 31
SchoolCash Accounting (SCA)
Atrieve
2
New Atrieve Transaction Status page
Resend or mark a deposit to Atrieve as sent
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
20
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 20
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
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
31
. How to Create an Item
(video) 3 Steps to Create an Item
(video) How To Create an Item
Add Sales Tax to items
Assign, Split Revenue for Multiple Options and Choices
View all 31
Gate Receipting
1
Gate Receipting - POS Clover Flex Device
Group Management & Group Import
8
(video) How to attach an item to a group
(video) How to Create a Group in Group Management
(video) How to Import a Group
Delete a Group Import
Error-Group Import
View all 8
Item Attachments
18
(video) How to Attach a Group
(video) How to Attach Students to an Item
Attaching Items to New Registered Student
Attachment by Course Optional - without Effective Cut Off Date
Attachment by Course Required - with Effective Cut Off Date
View all 18
Parent - Email Notifications and NSF notifications
5
Auto-Subscription - New Ways to Increase Parent Registration
Email Notifications
Email Reminder Notifications
Maximum Number of Students Attached to Parent/Guardian
Notification of Rejected Online Payment
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
12
(video) Creating QR Codes for Public/Unlisted Items
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
View all 12
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
9
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 9
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
30
(video) How to waive a portion of a fee
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
View all 30
Close Out
8
(video) How to close out the SchoolCash Register
Add Additional Item Not Included in Receipt
Detailed Cash Screen
Float Left Behind in Error
How to Close Out SchoolCash Register Drawer
View all 8
Errors
1
Error Occurred when Adding Additional Items
Group Collection
5
(video) How to Create a Group Collection
(video) How to record payments against a Group Collection (Part 2)
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
5
(video) How to Refund Cash or Check Payments
(video) How to refund online payments using the SchoolCash Register
Error - Refund by Cash in Register Instead of Online through SchoolCash Catalog
How to Refund Overview - Cash or Check Register & Online Payments
Refund Correction - Issued Incorrectly or by Error
SchoolCash Forms
SchoolCash Forms Plus
2
Adding Conditional Logic to forms created in SchoolCash Forms+
How to Add Calculations and Pricing to SchoolCash Forms+
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)