SchoolCash Support Portal

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

Tip Sheets 31

• Cashbox
• Cheque Layout
• Checks YTD Itemized
• Deposits
• Edit Student Names

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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

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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

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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

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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

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

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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

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

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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

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 Plus 2

• Adding Conditional Logic to forms created in SchoolCash Forms+
• How to Add Calculations and Pricing to SchoolCash Forms+

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

SchoolCash Access User Guides 2

• SchoolCash Access User Guide (SCA)
• SchoolCash Access Administrator Guide (SCA)