Table of Contents for the attached :

  1. Account Report (SFO) or Category Report (SCA)
  2. Adoption Report
  3. Batch Report
    1. Reviews the four reports in the batch report, i.e. Batch Total, General Ledger Summary, Item Summary, Student Summary
    2. Batch Report Export
  4. Item Attachment Report
  5. Item Option Report
  6. Item Order Report
  7. Payment Schedule Report
  8. Permission Form Report
  9. Student Balance Report
  10. Public/Unlisted Items with Report Filter
    1. Item Option Report
    2. Item Order Report
    3. Payment Schedule Report 
  11. Exporting Reports


Please see attached document.

Account or Category Report 

An Account or Category Report in the SchoolCash Catalog provides detailed information about transactions processed through the SchoolCash system. It includes reports such as the Processor Transactions Report, which allows users to search for specific transactions using the Batch Number/ID, and the Merchant Audit Tool Export Report, useful for audits or further transaction details.


Adoption Report

In this video, you will learn about the three types of adoption reports available in SchoolCash Online: the School Report, the Homeroom Report, and the Registration Report. The School Report provides enrollment and registration data for each school, while the Homeroom Report details student registration by class, helping identify areas for promotional efforts. The Registration Report allows you to view both registered and unregistered students, offering insights into registration trends and helping you manage student data effectively. 


Batch Report

In this video, you will learn about the batch reports in the SchoolCash system, which are essential for tracking online payment deposits and reconciliation. The video covers the four types of batch reports: Batch Total, General Ledger Summary, Item Summary, and Student Summary. It explains how to generate and export these reports, providing detailed insights into transactions, payment methods, and student information, helping schools efficiently manage their financial activities.

 
Catalog Reports for Public or Unlisted Items

In this video, you will learn how to identify and filter public and unlisted information in SchoolCash catalog reports. The video covers how to use the Item Order, Item Option, and Payment Schedule reports to view public payments separately or alongside student payments. You will also learn tips for managing fees attached to students and how to generate reports that display both public and student purchases effectively. This ensures you have a comprehensive view of all transactions.


Item Attachment Report

In this video, you will learn how to use the Item Attachment Report in SchoolCash to view fees for students across all schools they have attended. The video covers the various filters available, such as year, attachment type, payment status, school, grade, and student, to help track fees and make outstanding fees visible to parents/guardians in SchoolCash Online. These features streamline the process of managing and tracking student fees, providing a more efficient and user-friendly experience.  



Item Option Report

>In this video, you will learn how to use the Item Option Report in SchoolCash. The report includes features such as the ability to export in CSV or email format and schedule regular updates. Additionally, it displays recipient and purchaser information for unlisted purchases, instead of the student name and student number. These functionalities help users efficiently manage and track item options within the SchoolCash system.




Item Order Report

In this video, you will learn how to use the Item Order Report in SchoolCash. The report includes several key features and functionalities, such as reflecting discounted transaction fees, showing detailed payment information, and providing export options in PDF or CSV/Excel formats. Additionally, it includes best practices for tracking and comments when waiving fees on items. These features help users efficiently manage and track transactions within the SchoolCash system, providing detailed insights into payment activities and fee management.



Payment Schedule Report

In this video, you will learn how to use the payment schedule report in SchoolCash to track items that allow multiple installment payments. The report offers filters by school year, item name, and payment status, and displays detailed information about students' scheduled payments, including payment methods, amounts, and statuses. This helps you manage and monitor installment payments effectively, ensuring accurate tracking and reconciliation of payments. 



Permission Report

In this video, you will learn how to use the permission report in the SchoolCash system, which allows districts to view fees for students at their current school. The video explains the necessary district approval and provides tips on generating reports with various filters, including student name, payment option, and report dates. You will also see how to track purchases made online and understand the importance of parents registering and paying online for accurate permission information.



Student Balance Report

In this video, you will learn how to use the student balance report in SchoolCash to track outstanding account balances for students. The report is particularly useful for students leaving the school, graduating, or moving to the next grade. You will see how to filter by grade, homeroom, and individual student details, and generate reports that show active or inactive students' balances, providing a comprehensive overview of all outstanding information.