Overview

This reference article provides a video library for SchoolCash Catalog reports. Use it to review what each report shows and when to use it.

TABLE OF CONTENTS

• Overview
• Details
  • Account or Category Report
  • Adoption Report
  • Batch Report
  • Catalog Reports for Public or Unlisted Items
  • Item Attachment Report
  • Item Option Report
  • Item Order Report
  • Payment Schedule Report
  • Permission Report
  • Student Balance Report

Details

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 you to search for specific transactions using the Batch Number/ID, and the Merchant Audit Tool Export Report, which is useful for audits or further transaction details.

Adoption Report

This video explains the three 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, the Homeroom Report details student registration by class, and the Registration Report shows both registered and unregistered students.

Batch Report

This video reviews batch reports used to track online payment deposits and reconciliation in SchoolCash. It covers the four batch report types - Batch Total, General Ledger Summary, Item Summary, and Student Summary - and explains how to generate and export them.

Catalog Reports for Public or Unlisted Items

This video explains how to identify and filter public and unlisted information in SchoolCash Catalog reports. It covers the Item Order Report, Item Option Report, and Payment Schedule Report so you can view public payments separately or alongside student payments.

Item Attachment Report

This video explains how to use the Item Attachment Report to view fees for students across all schools they have attended. It also reviews filters such as year, attachment type, payment status, school, grade, and student.

Item Option Report

This video explains how to use the Item Option Report in SchoolCash. It covers export options, scheduled report delivery, and the purchaser and recipient details shown for unlisted purchases.

Item Order Report

This video explains how to use the Item Order Report in SchoolCash. It includes discounted transaction fees, detailed payment information, export options in PDF or CSV/Excel formats, and best practices for tracking waived fees and comments.

Payment Schedule Report

This video explains how to use the Payment Schedule Report to track items that allow multiple installment payments. It reviews filters by school year, item name, and payment status, along with payment method, amount, and status details.

Permission Report

This video explains how to use the Permission Report to view fees for students at their current school. It also reviews district approval requirements, available filters, and the importance of online registration and payment for accurate permission information.

Student Balance Report

This video explains how to use the Student Balance Report to track outstanding student account balances. It is especially useful when students are leaving the school, graduating, or moving to the next grade.