SchoolCash Support Portal

Work with Your Chart of Accounts (COA) 6

• Add a Category (Account) to Chart of Accounts
• An Instruction Guide - Chart of Accounts
• Cannot Delete a Category
• Investments - How to Record
• Modify/Rename a Category after Creation

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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

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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

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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

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Reconcile your Bank Account and Void Checks 10

• Add a Direct Deposit
• An Instruction Guide - Reconciliation
• How to Correct a Deposit Error on Your Bank Statement
• Re-entry of Stale Dated Check Cleared by Bank
• Reconcile - Two Pager PDF

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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

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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

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