KEV SchoolCash Legacy Clients - DO NOT have USERS on your left hand me


If you have USERS as part of your SchoolCash menu (far left menu) then go to Add New School & Bank Account - Districts USING User Management


How to Add a New School and Bank Account


Note: The following steps are for SchoolCash Accounting clients using the Legacy interface and are not applicable for those using SchoolCash with the User Management module.


Steps to Add a New School and Bank Account

  1. Select your login name from Main Menu > Program Maintenance > Table Maintenance > User Maintenance.

  2. Click the User School tab.

  3. Insert a row and select the new school from the drop-down.

  4. Save the changes.

Log out and log back in.


  1. On the first screen, select Add new bank account.

  2. Select the new school.

  3. Enter the required information and follow the steps.


Steps to Attach a New Bank Account to a User Profile

  1. Highlight the Username.

  2. Click the User Bank Account tab.

  3. Select the bank account(s) to be attached.

  4. Select the Access Level (a school user would typically be Standard User).

  5. Save the record by selecting the check mark.

Ensure you add the school and the bank account to your user profile.


Where to Next?