SchoolCash Support Portal

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

Tip Sheets 31

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

View all 31

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

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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

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

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

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

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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 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

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)