SchoolCash Support Portal

SchoolCash POS Installation 1

• Network Connectivity Guide for SchoolCash POS

Using SchoolCash POS 18

• SchoolCash POS Device Overview
• How-To Set Up Your SchoolCash POS Device
• Assigning a New Device to Point of Sale
• Troubleshooting Your SchoolCash Device
• Collecting Payments Using SchoolCash POS

View all 18

SchoolCash POS Troubleshooting 10

• "Oops... There was a problem connecting to Wi-Fi" Error Message Appears When Configuring SchoolCash POS Terminal
• "The transaction could not be processed" Error Message Appears When Using SchoolCash POS Terminal
• "The transaction was declined. Please re-initiate a new transaction." Error Message Appears on a SchoolCash POS Device
• "There was a problem connecting to a Register" Error Message Appears When Connecting SchoolCash POS
• "There was a problem connecting to KEV" Error Message Appears When Configuring a SchoolCash POS Device

View all 10

Features - New/Enhancement 26

• Spring/Summer 2024 Product Release
• Winter 2024 Product Release
• Fall 2023 Release
• Student Information System(SIS) Data Upload Using OneRoster Standard
• How to Add a Variable Price to a Form

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SCHOOL STORE Release Notes 90

• V.2023.5.2.16 on 06/21/2023
• V.2023.5.2.16 on 05/18/2023
• V.2023.3.4.13 on 04/20/2023
• V.2023.3.4.3 on 01/26/2023
• V.2022.4.2.13 on 11/30/2022

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SchoolCash Accounting Release Notes 59

• V.2023.3.4.3 on 01/26/2023
• V.2022.3.4.48 on 11/4/2022
• V.2022.3.4.42 on 10/05/2022
• V.2022.3.4.36 on 8/11/2022
• V.2022.3.4.20 on 6/15/2022

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SchoolFunds Online Accounting Release Notes 22

• 2024.6.1.285 Release - October 2024
• 2024.6.1.182 Release - July 2024
• 2024.6.1.154 Release - June 2024
• 2024.6.1.123 Release - May 2024
• 2024.6.1.36 Release - March 2024

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Clover Device 1

• Contact Clover Device Support

Create or edit Items 31

• (video) 3 Steps to Create an Item
• (video) How To Create an Item
• Activity or Event Template (for staff)
• Add Sales Tax to Items
• Assign Revenue in Item Financials Across Multiple Accounts (No options)

View all 31

Gate Receipting 1

• Gate Receipting - POS Clover Flex Device

Group Management & Group Import 8

• (video) How to attach an item to a group
• (video) How to Create a Group in Group Management
• (video) How to Import a Group
• Delete a Group Import
• Error-Group Import

View all 8

Item Attachments 20

• (video) How to Attach a Group
• (video) How to Attach Students to an Item
• (videos) Outstanding Fees and How to Discover and Change from Required
• Attaching Items to New Registered Student
• Attachment by Course Optional - without Effective Cut Off Date

View all 20

Parent - Email Notifications and NSF notifications 4

• Auto-Subscription - New Ways to Increase Parent Registration
• Email Notifications
• Email Reminder Notifications
• Maximum Number of Students Attached to Parent/Guardian

Other (SCC) 17

• Active Items from Previous School Years
• Auto Cost Recovery
• Auto Cost Recovery Process
• Cost Recovery - Manual
• Create QR Code for an Item

View all 17

Public_Unlisted 13

• (video) Creating QR Codes for Public/Unlisted Items
• Addition of Link on School's Web Page to Public Items
• Difference between Public and Unlisted
• Error for an 'Unlisted' item link
• Fee Link - View Items Window Field Label

View all 13

Refunds 19

• 1. How to Refund Online Payment - Individual Student
• An Overview of How to Refund-Online Payments & Register Payments
• Attachment Disappears for Item with Partial Refund
• How to Refund - KEV Connect Presentation
• How to Refund - myWallet Payment Method

View all 19

Reports 25

• 1 Report with Breakdown - Value-Based Pricing (VBP) Transactional
• 2 Item Order Report CSV Breakdown - Value-Based Pricing (VBP) Transactional
• 3 Item with Options Report for Vendor & Distribution - Value-Based Pricing (VBP) Transactional
• Adoption Report - Understanding what it provides
• How to Generate Reports

View all 25

Scheduled Payments 5

• Cancellation of Scheduled Payments
• Revise Credit Card Information for a Scheduled Payment
• Scheduled Payments - Payment Setup Detailed
• Scheduled Payments - Twice a Month Frequency Detailed
• Scheduled Payments Scenario - How it works

Year End Preparation for SchoolCash Catalog 5

• Year End - SchoolCash Online Rejected Payments
• Year End - SchoolCash Online Partial Payments
• Year End - Best Practice-Review Required Items, prior to SchoolCash Catalog Rollover - Manage Attachments
• Year End - SchoolCash Register - Close Out
• Year End - SchoolCash Register - Complete All Group Collections

Year End Rollover SchoolCash Catalog 3

• Automatic SchoolCash Catalog Rollover
• Successful SchoolCash Catalog Rollover - Summary of Conditions
• Year End SchoolCash Catalog Rollover Banners

Merchant Dashboard User 13

• Understanding Financial Terms in Merchant Dashboard
• Accessing and Updating Your Information in Merchant Dashboard
• Adding a New User in Merchant Dashboard
• Changing Your Password in Merchant Dashboard
• How to Log Off from Merchant Dashboard

View all 13

Landing Page - SCO 1

• SchoolCash Online Merchant Dashboard Support

School Level Bookkeeper Newsletter 9

• School Funds Management Newsletter - February 2024
• School Funds Management Newsletter - January 2024
• School Funds Management Newsletter - December 2023
• School Funds Management - November 2023
• School Funds Management - October 2023

View all 9

Tip Sheets 30

• Complete Guide to Using the SchoolCash Cashbox Module
• Change Check Layout in School Cash Accounting
• How to Manage Checks YTD in SchoolCash Accounting Software
• Deposits
• Edit Student Names

View all 30

Chargebacks 1

• Managing Chargebacks From Within SchoolCash Suite

Items 2

• Expiry Time on End Date
• Item with Permission Form

Notifications 4

• Email Notifications
• How-To Translate SchoolCash Online Email Notifications
• Parent Opted Out of Email Notifications-will they receive rejection emails
• Parent Opted Out of Receiving Email Notifications - can that be changed?

Other 1

• Student Leaves School Will Parent See the Student tab?

Payment, Purchasing 12

• Check Out Item Limit
• Credit Card Information Change
• Guest Checkout and an Existing SchoolCash Online Account Purchaser
• Guest Checkout Feature
• Guest Checkout, Existing SCO Account & Unlisted Item

View all 12

Receipts 3

• Online Receipt
• Parent's Online Receipt
• QR Codes on Receipts

Rejected Items & Payments 3

• Notification of Rejected Online Payment
• Online Rejected Payments - Lockdown and Banner
• Scheduled Payment Rejection Emails

Donations 2

• Parent Donated in Error
• Collecting Donations for the Annual Terry Fox Run

Check Out & Various Payments 30

• (video) How to waive a portion of a fee
• 4 Reasons to Use the SchoolCash Register
• Add a New SchoolCash Register Cash Drawer
• Add Additional Item to Pay Expired Optional/Mandatory Item
• Check Amount is Higher than the Item Cost

View all 30

Close Out 7

• Add Additional Item Not Included in Receipt
• Detailed Cash Screen
• Fixing Cash in SchoolCash Register During Close Out
• How to Close Out SchoolCash Register Drawer
• How to Close Out the SchoolCash Register - Video

View all 7

Errors 1

• Error Occurred when Adding Additional Items

Group Collection 5

• (video) How to Create a Group Collection
• (video) How to record payments against a Group Collection (Part 2)
• How to Complete a Group Collection
• How to Create a Group Collection
• Partial Payments & Group Collection

Receipts Re-Print 2

• Reprint a Receipt for an Online Payment
• Reprinted Receipt is Blank

Refunds 5

• (video) How to Refund Cash or Check Payments
• (video) How to refund online payments using the SchoolCash Register
• Error - Refunded by Cash in Register Instead of Online through SchoolCash Catalog
• How to Refund Overview - Cash or Check Register & Online Payments
• Refund Correction - Issued Incorrectly or by Error

SchoolCash Forms Plus 7

• SchoolCash Forms+ Clients - Adding Conditional Logic to Forms
• How to Add Calculations and Pricing on Forms
• SchoolCash Forms+ Clients - How to Add a Variable Price to a Form
• SchoolCash Forms+ Clients - Using Open Amount Feature
• How-To Auto-Populate SchoolCash Forms using Smart Elements

View all 7

SchoolCash Forms Tips 1

• SchoolCash Forms+ Clients - Using Forms+ for fee waivers, discount codes & price caps

User guides 4

• Teacher QuickStart - Full Guide
• Teacher QuickStart - Item Catalog Guide
• SchoolCash Express Training Guide
• Filtering Capabilities and Custom Forms Report 2020.8.19

Teacher Email Notifications 1

• How to use the Teacher Email Notifications feature

Teacher Reporting 1

• How to use the Teacher Reporting feature

Atrieve 2

• New Atrieve Transaction Status page
• Resend or mark a deposit to Atrieve as sent

Category (Chart of Accounts - COA) 4

• An Instruction Guide - Chart of Accounts
• Cannot Delete a Category
• Modify/Rename a Category after Creation
• New Category / Account - How to Add

Change Funds (CF) - Cashbox 1

• How To - Set Up New Cashbox

Debit or Credit Memo 1

• Service Charge Added Incorrectly as a Debit Memo

Issue Checks/Disbursement Activities 20

• Add Memo Field Information to Check Stub
• An Instruction Guide - Issue Checks / Disbursement
• Attach a File to a Check
• Can a Combined Check be Issued to Pay Multiple Invoices for a "One-Time" Vendor?
• Character Count for Check Data Entry Fields

View all 20

Journal Entries 1

• An Instruction Guide - Journal Entries

Ledger Inquire 9

• An Instruction Guide - Ledger Inquire
• Attached Files Download - Ledger Inquire
• Error-Adding a Record on the Ledger Inquire
• Error-When Adding a New Record
• Journal Entry Transaction Type Record Added to Ledger, Modification Required

View all 9

Non Sufficient Funds_Cash/Checks YTD 5

• Add a Logo to NSF Notice
• Add Logo to Receipt
• An Instruction Guide - Non-Sufficient Funds & Cash/Checks YTD
• Outstanding NSF Payments at Year-end
• Record an NSF Bank Charge to a Specific Category

Printing 1

• Trying to Print SCA Report, Kicked Out to Login Screen

Purchase Order 1

• Modify, Void or Complete Purchase Order Features

Reconciliation 7

• Add a Direct Deposit
• An Instruction Guide - Reconciliation
• Error-When Adding a New Record
• Error-when Adding a Record in Reconciliation Module and Logged Out of Program
• Re-entry of Stale Dated Check Cleared by Bank

View all 7

Reports 9

• An Instruction Guide - Reports
• Customized Transaction Report 11 - School Level
• Determine if a Transaction was Modified
• List of Available SchoolCash History Reports
• No Transactions Display on GL Reimbursement

View all 9

Supplier/Vendor Maintenance 1

• Vendor Maintenance

Transfers 2

• An Instruction Guide - Transfer Entries
• Attach a File to a Transfer

Year End SchoolCash Accounting Rollover 10

• 1. Automated SCA Year End Rollover Process
• 1. Manual SCA Year End Rollover Process
• 1a. Manual Data Verification Sheet - SCA Year End Rollover Process
• 2. Year End Rollover Warning - Change Date - What does this message indicate?
• Automated SCA Year End Rollover - Reports

View all 10

Year End Checklist Warnings & Suggestions 6

• Year End Checklist # 1 Indicates a Non-existent Un-posted Deposit
• Year End Checklist # 7 is Showing as Outstanding
• Year End Checklist # 2a & 2b - Outstanding Category Current Balance - Fix
• Year End Checklist # 9 is Bank Account is NOT Reconciled to End of Fiscal Year
• Year End Checklist #12 - Year End Report balance(s) do not match

View all 6

Other 4

• Investments - How to Record
• School Staff - New to Role, what and where are training sessions available?
• SchoolCash Accounting Links for New to Role & Experienced Users
• SchoolCash Accounting User Interface Revision 2021

Fees & Fines Integrations 1

• Import Fees & Fines

Meal Plan Integrations 3

• How to Add Funds and View Purchase History
• Meal Plan Notifications and Auto-Replenish
• Meal Plan Reporting

SchoolCash Online Integrations Landing Page 1

• Payment Integrations Home

SchoolCash Access User Guides 2

• SchoolCash Access User Guide (SCA) Teacher
• SchoolCash Access Administrator Guide (SCA)

POS Support Landing Page 1

• POS Support - Choose Your Platform

Landing Page 1

• Welcome to Using SchoolCash POS