Overview

Add supporting documents to transactions in SchoolCash Accounting to improve transparency and audit readiness. You can attach up to two files (25 MB each) to checks, deposits, and transfers in the current fiscal year.


Before you begin


  • Each transaction can store up to two attachments, 25 MB per file.
  • Attachments are available on the ledger for transactions in the current fiscal year.

Steps

  1. Open the relevant window: Issue Checks, Deposits/Receipts, or Transfer Entries.
  2. Enter the transaction details as needed.
  3. Click Attach Files.
  4. In the attachments pop-up, do one of the following:
    • Click Add to upload a file.
    • Select a file and click Download to save a copy.
    • Select a file and click Delete to remove it.
  5. Finish and save or post your transaction. After attaching, the Attach Files button becomes a link showing the number of files (for example, Files (1)).
  6. To manage attachments later:
    • In List View, use the Files column (paperclip indicator) and click the link to open attachments.
    • In Detailed View, click the Files link to add, download, or delete attachments.

Outcome

Your transaction includes up to two attached files that can be viewed, downloaded, or removed from List View or Detailed View.

Troubleshooting

  • Attach Files button not visible - Confirm the transaction is in the current fiscal year; if still missing, contact your District Administrator for access.
  • Upload blocked due to size - Ensure each file is 25 MB or less; compress or split the document.
  • Cannot add a third file - Delete an existing attachment; each transaction supports only two files.
  • Download does not start - Check your browser’s download permissions or pop-up settings and try again.

Related