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Knowledge base
SchoolCash POS Landing Page
Landing Page
0
POS Support Landing Page (poshelp.kevgroup.com)
POS Support Landing Page
3
POS Support - Choose Your Platform
How to Manage and Prevent Expired POS Transactions
Contact Clover Device Support
Accounting
Work with Your Chart of Accounts (COA)
6
Add a Category (Account) to Chart of Accounts
Cannot Delete a Category
Investments - How to Record
Legacy - District Level - How to Use Account Settings (Oct 2013)
Modify/Rename a Category after Creation
View all 6
Issue and Manage Checks
22
Add Memo Field Information to Check Stub
Attach a File to a Check
Can a Combined Check be Issued to Pay Multiple Invoices for a "One-Time" Vendor?
Change Check Layout in SchoolCash Accounting
Character Count for Check Data Entry Fields
View all 22
Track and Manage Expenses (Purchase Orders, Cashbox and more)
6
Complete Guide to Using the SchoolCash Cashbox Module
How To - Set Up New Cashbox
How to Create a Purchase Order (May 2013)
Modify, Void or Complete Purchase Order Features
Purchase Orders
View all 6
Move Funds between Categories (Journal Entries and Transfers)
4
An Instruction Guide - Journal Entries
An Instruction Guide - Transfer Entries
Attach a File to a Transfer
Transfer Form
Search and Manage Ledger Entries with Ledger Inquire
11
An Instruction Guide - Ledger Inquire
Attached Files Download - Ledger Inquire
Error - Adding a New Record
Incorrect Transaction Type Selected Adding Ledger Record - Modification Required from Journal Entry
Ledger Inquire - One Pager PDF
View all 11
Reconcile your Bank Account and Void Checks
11
Add a Direct Deposit
An Instruction Guide - Reconciliation
Error-when Adding a Record in Reconciliation Module and Logged Out of Program
How to Correct a Deposit Error on Your Bank Statement
Re-entry of Stale Dated Check Cleared by Bank
View all 11
Generate and Analyze Accounting Reports
13
An Instruction Guide - Reports
Customized Transaction Report 11 - School Level
Customizing the Reports on Accounting Main Page
Determine if a Transaction was Modified
Generating Reports - Legacy One Page PDF
View all 13
Prepare for Year End in SchoolCash Accounting
17
1. Automated SCA Year End Rollover Process
1. SCA Year End Rollover - DISTRICT LEVEL Instructions
1. SCA Year End Rollover - SCHOOL USER Step by Step Instructions
1a. Manual Data Verification Sheet - SCA Year End Rollover Process
1a. Manual SCA Year End Rollover Process
View all 17
Catalog
Create and Manage Items
42
. Template User Guide
(video) How To Create an Item
Activity or Event Template (for staff)
Add Sales Tax to Items
Adding Sales Tax to Items in SchoolCash Catalog
View all 42
Attach and Manage Students or Staff to Items
15
(video) How to Attach Students to an Item
(videos) Outstanding Fees and How to Discover and Change from Required
Attach Staff to Items, using Grade Attachment of Staff
Attach Students to an Item
Attaching Items to New Registered Student
View all 15
Build and Manage Student Groups
6
(video) How to Attach a Group
(video) How to Attach an Item to a Group
(video) How to Import a Group
Create a Group in Group Management
Delete a Group Import
View all 6
Configure Unlisted and Public Items
10
Addition of Link on School's Web Page to Public Items
Create an Unlisted Item for Staff Purchase
Create an Unlisted Public Item
Creating QR Codes for Public/Unlisted Items
Determine if an Item is Public or Unlisted
View all 10
Process Refunds for Online Payments
17
An Overview of How to Refund-Online Payments & Register Payments
Attachment Disappears for Item with Partial Refund
How to Process Refunds for Online Payments
How to Refund - KEV Connect Presentation
How to Refund - myWallet Payment Method
View all 17
Generate and Analyze Catalog Reports
27
(video) How to Generate Reports
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
Adoption Report - Understanding what it provides
View all 27
Work with 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 - How it works
Troubleshoot Catalog Issues
15
Active Items from Previous School Years
Attachment with a Partial Refund Disappeared
Course Attachment No Longer Displays Students Attached to Item
Error for an 'Unlisted' item link
Error-Group Import
View all 15
Prepare for Your School Catalog Rollover
5
Year End - SchoolCash Online Rejected Payments
Year End - SchoolCash Online Partial Payments
Year End - Best Practice-Review Required Items, prior to SchoolCash Catalog Rollover - Manage Attachments
Year End - SchoolCash Register - Close Out
Year End - SchoolCash Register - Complete All Group Collections
Redeem Payment Receipts
2
How to Validate and Redeem Receipts
Track Redeemed Items Using Receipt Redeemer
Register
Individual Payments
31
(video) How to waive a portion of a fee
4 Reasons to Use the SchoolCash Register
Add a New SchoolCash Register Cash Drawer
Check Amount is Higher than the Item Cost
Check Payment for Multiple Items and Family Members
View all 31
Group Collection Payments
6
(video) How to Create a Group Collection
(video) How to record payments against a Group Collection (Part 2)
Group Collection
How to Complete a Group Collection
How to Create a Group Collection
View all 6
Item History
1
How To Use Item History in Register
Modification
1
Register Modification
Print Reports
4
How To Produce Statements by a Group
How To Use Register Reports
Reprint a Receipt for an Online Payment
Reprinted Receipt is Blank
Refunds
9
(video) How to Refund Cash or Check Payments
(video) How to refund online payments using the SchoolCash Register
Error - Refunded by Cash in Register Instead of Online through SchoolCash Catalog
Refund Correction - Issued Incorrectly or by Error
Refund Payments made by Cash or Check Recorded in the Register
View all 9
Register Close Out
8
Add Additional Item Not Included in Receipt
Detailed Cash Screen
How to Close an SFO-Only Account
How to Close Out SchoolCash Register Drawer
How to Close Out the SchoolCash Register - Video
View all 8
Troubleshoot & Solutions
6
Entered Payments in Register, then Deposited in Deposit Module
Error - How to Fix a Full Payment, Should be Partial Payment
Error Occurred when Adding Additional Items
How to Handle Incorrect Payment Amount in Checkout
Paid for Wrong Items - Make a Correction
View all 6
SchoolCash Online
Notifications
9
Auto-Subscription - New Ways to Increase Parent Registration
Do Parents Still Receive Rejection Emails If They Opt Out of Notifications?
Email Notifications
Email Notifications and Due Dates in SchoolCash Online
Email Notifications for New Fees in SchoolCash Online
View all 9
Other (SCO)
6
An Instruction Guide - Chart of Accounts
District Level - SchoolCash District Reports
Does the Student Tab Disappear When They Leave the School?
Manually Add District Users in Both SchoolCash Accounting & SchoolFunds Onine
SchoolCash Online - Parent Shopping Experience
View all 6
Payment, Purchasing
18
Change Credit Card Info for Scheduled Payments or Refunds
Check Out Item Limit
Credit Card Payments in SchoolCash Online
Credit Card Payments in SchoolCash Online (SFO)
Digital Wallet Payments in SchoolCash Online
View all 18
Receipts
3
Online Receipt
Parent's Online Receipt
QR Codes on Receipts
Rejected Items & Payments
3
Notification of Rejected Online Payment
Online Rejected Payments - Lockdown and Banner
Scheduled Payment Rejection Emails
Donations
2
Parent Donated in Error
Collecting Donations for the Annual Terry Fox Run
Meal Plan Integrations
3
How to Add Funds and View Purchase History
Meal Plan Notifications and Auto-Replenish
Meal Plan Reporting
Winter 2024 Drafts
0
District User
Student Management
5
Add a Student - Student Merge
How to Upload SIS Data for SchoolCash (Canadian Clients)
How to Upload SIS Data for Schoolcash (US Clients)
SIS (Student Information System) Extract FAQ
Edit Student Names
Point Of Sale (POS) - SchoolCash Accounting
POS Knowledge Base Articles (SCA)
15
Collecting Payments Using SchoolCash POS
How to Create Variable Cost Items and Add to SchoolCash POS
How to Install a SIM Card on a SchoolCash POS Device
How to Set Your POS SIM to a Single Carrier
Making Items Available for Purchase On SchoolCash POS Devices
View all 15
POS Troubleshooting
9
"Oops... There was a problem connecting to Wi-Fi" Error Message Appears When Configuring SchoolCash POS Terminal
"The transaction could not be processed" Error Message Appears When Using SchoolCash POS Terminal
“The point of sale device is running low on paper. Please refill the paper roll to proceed.” Error Message Appears When Processing a Transaction
"Transaction processing failed. Please try again." Error Message Appears When Processing a Transaction
“There was a technical difficulty in processing your transaction. Please try again.” Error Message Appears When Processing a Transaction
View all 9
Forms
SchoolCash Forms Plus
8
How to Add Calculations and Pricing on Forms
How-To Auto-Populate SchoolCash Forms using Smart Elements
Item Paid in Register - How to Complete Form
SchoolCash Forms+ Clients - Adding Conditional Logic to Forms
SchoolCash Forms+ Clients - How to Add a Variable Price to a Form
View all 8
SchoolCash Forms Tips
3
SchoolCash Forms+ Clients - Using Forms+ for fee waivers, discount codes & price caps
How to Archive a SchoolCash Form
How to Archive a SchoolCash Form
Merchant Reconciliation & Chargebacks
Chargebacks
1
Managing Chargebacks From Within SchoolCash Suite
Merchant Dashboard User
16
Understanding Financial Terms in Merchant Dashboard
Accessing and Updating Your Account Settings in Merchant Dashboard
Adding a New User in Merchant Dashboard
Changing Your Password in Merchant Dashboard
How to Log Off from Merchant Dashboard
View all 16
Teacher's Access
User guides
6
Filtering Capabilities and Custom Forms Report 2020.8.19
SchoolCash Access Administrator Guide (SCA)
SchoolCash Access User Guide (SCA) Teacher
SchoolCash Express Training Guide
Teacher QuickStart - Full Guide
View all 6
Teacher Email Notifications
1
How to use the Teacher Email Notifications feature
Teacher Reporting
1
How to use the Teacher Reporting feature
Release Notes & New Features
Features - New/Enhancement
30
Winter 2025 Product Release (SCA)
Winter 2025 Product Release (SFO)
SchoolCash Accounting (SCA) - Fall 2024 Product Release
SchoolFunds Online (SFO) - Fall 2024 Product Release
Winter 2024 Product Release
View all 30
SCHOOL STORE Release Notes
90
V.2023.5.2.16 on 06/21/2023
V.2023.5.2.16 on 05/18/2023
V.2023.3.4.13 on 04/20/2023
V.2023.3.4.3 on 01/26/2023
V.2022.4.2.13 on 11/30/2022
View all 90
SchoolCash Accounting Release Notes
59
V.2023.3.4.3 on 01/26/2023
V.2022.3.4.48 on 11/4/2022
V.2022.3.4.42 on 10/05/2022
V.2022.3.4.36 on 8/11/2022
V.2022.3.4.20 on 6/15/2022
View all 59
SchoolFunds Online Accounting Release Notes
27
2025.6.1.236 Release - June 2025
2025.6.1.155 Release - May 2025
2025.6.1.86 Release - April 2025
2025.6.1.10 Release - February 2025
2024.6.1.337 Release - December 2024
View all 27
Video Library (SCA)
Check out our Video Library!
0
Quick Tips for All
School Level Bookkeeper Newsletter
9
School Funds Management Newsletter - February 2024
School Funds Management Newsletter - January 2024
School Funds Management Newsletter - December 2023
School Funds Management - November 2023
School Funds Management - October 2023
View all 9
Order Supplies
Order Supply Information
2
Ordering SchoolCash Supplies - SchoolCash Accounting Users
Ordering SchoolCash Supplies - SchoolFunds Online Users
Help Desk Software
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