Create and Manage Items

. Templates for All Year
Tue, 8 Jul, 2025 at 12:17 PM
. Template User Guide
Important: It is strongly recommended that you verify with your districts as to the district-specific procedures and policies required for your district. ...
Tue, 8 Jul, 2025 at 12:13 PM
. Item Creation Tips
What to Keep in Mind When Creating an Item Introduction This article outlines key considerations when creating an item in SchoolCash. It covers naming ...
Tue, 8 Jul, 2025 at 12:30 PM
(video) How To Create an Item
Click on one of the following 6-minute Create An Item videos for a refresher on item creation. Select https://www.kevclientsuccess.com/videos/ Sele...
Wed, 15 Mar, 2023 at 11:53 AM
Activity or Event Template (for staff)
QUESTION: Does a form exist for your  teachers, coaches, sponsors to complete? RESPONSE: See attached Event Form Template.  The 10 fields required...
Tue, 5 Sep, 2023 at 1:53 PM
Add Sales Tax to Items
Introduction This guide provides instructions on how to add and manage sales tax in SchoolCash Catalog. With the release of this feature, bookkeepers can n...
Wed, 25 Sep, 2024 at 10:58 AM
Adding Sales Tax to Items in SchoolCash Catalog
This article covers how bookkeepers can add sales tax to items in the SchoolCash Catalog. With this new feature, users can efficiently manage sales tax by e...
Fri, 14 Mar, 2025 at 9:28 AM
Assign Revenue in Item Financials Across Multiple Accounts (No options)
This article provides detailed steps on assigning or splitting revenue (with no options) across multiple accounts or categories within SchoolCash Online. It...
Fri, 9 May, 2025 at 12:29 PM
Basic Item Creation Step by Step
Introduction This article provides a step-by-step guide for creating items in SchoolCash, covering the essential sections such as Basics, Financials, Avail...
Tue, 27 Aug, 2024 at 10:35 AM
Copy an Item from One Year to Another
Introduction In SchoolCash Online, items can be copied from one year to another using the steps outlined below. Ensure to revise any item details that may ...
Thu, 3 Jul, 2025 at 1:38 PM