SchoolCash Support Portal

Landing Page 0

POS Support Landing Page 2

• POS Support - Choose Your Platform
• How to Manage and Prevent Expired POS Transactions

Non Sufficient Funds_Cash/Checks YTD 8

• Add a Logo to NSF Notice
• Add Logo to Receipt
• An Instruction Guide - Non-Sufficient Funds & Cash/Checks YTD
• How to Manage Checks YTD in SchoolCash Accounting Software
• NSF Checks

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Category (Chart of Accounts - COA) 6

• Add a Category (Account) to Chart of Accounts
• Cannot Delete a Category
• Investments - How to Record
• Legacy - District Level - How to Use Account Settings (Oct 2013)
• Modify/Rename a Category after Creation

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Issue Checks/Disbursement Activities 22

• Add Memo Field Information to Check Stub
• Attach a File to a Check
• Can a Combined Check be Issued to Pay Multiple Invoices for a "One-Time" Vendor?
• Change Check Layout in School Cash Accounting
• Character Count for Check Data Entry Fields

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Change Funds (CF) - Cashbox 2

• Complete Guide to Using the SchoolCash Cashbox Module
• How To - Set Up New Cashbox

Purchase Order 4

• How to Create a Purchase Order (May 2013)
• Modify, Void or Complete Purchase Order Features
• Purchase Orders
• Vendor Maintenance

Journal Entries 1

• An Instruction Guide - Journal Entries

Ledger Inquire 10

• 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

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Reconciliation 10

• 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
• How to Correct a Deposit Error on Your Bank Statement

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Transfers 3

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

Reports 13

• An Instruction Guide - Reports
• Customized Transaction Report 11 - School Level
• Customizing the Reports on Accounting Main Page
• Determine if a Transaction was Modified
• Generating Reports

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Year End SchoolCash Accounting Rollover 11

• 1. Automated SCA Year End Rollover Process
• 1. SCA Year End Rollover - DISTRICT LEVEL Instructions
• 1. SCA Year End Rollover - SCHOOL USER Step by Step Instructions
• 1a. Manual Data Verification Sheet - SCA Year End Rollover Process
• 1a. Manual SCA Year End Rollover Process

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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

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Atrieve 2

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

Clover Device 1

• Contact Clover Device Support

Create Items 37

• . Template User Guide
• (video) How To Create an Item
• Activity or Event Template (for staff)
• Add Sales Tax to Items
• Adding Sales Tax to Items in SchoolCash Catalog

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Attach Items 19

• (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

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Group Management & Group Import 8

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

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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

Troubleshoot & Solutions 25

• Active Items from Previous School Years
• Auto Cost Recovery
• Auto Cost Recovery Process
• Cost Recovery - Manual
• District Catalog Requirements

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Public_Unlisted 13

• Addition of Link on School's Web Page to Public Items
• Creating QR Codes for Public/Unlisted Items
• Error for an 'Unlisted' item link
• How To Create an Unlisted Item for Staff Purchase
• How To Create an Unlisted Public Item

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Refunds 19

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

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Reports 26

• 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
• Catalog Reports

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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 Year End Rollover - Summary
• Year End SchoolCash Catalog Rollover Banners

Individual Payments 29

• (video) How to waive a portion of a fee
• 4 Reasons to Use the SchoolCash Register
• Add a New SchoolCash Register Cash Drawer
• Check Amount is Higher than the Item Cost
• Check Payment for Multiple Items and Family Members

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Group Collection Payments 6

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

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Item History 1

• How To Use Item History in Register

Modification 1

• Register Modification

Print Reports 4

• How To Produce Statements by a Group
• How To Use Register Reports
• Reprint a Receipt for an Online Payment
• Reprinted Receipt is Blank

Refunds 7

• (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
• Refund Correction - Issued Incorrectly or by Error
• Refund Payments made by Cash or Check Recorded in the Register

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Register Close Out 8

• Add Additional Item Not Included in Receipt
• Detailed Cash Screen
• How to Close an SFO-Only Account
• How to Close Out SchoolCash Register Drawer
• How to Close Out the SchoolCash Register - Video

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Troubleshoot & Solutions 6

• Entered Payments in Register, then Deposited in Deposit Module
• Error - How to Fix a Full Payment, Should be Partial Payment
• Error Occurred when Adding Additional Items
• How to Handle Incorrect Payment Amount in Checkout
• Paid for Wrong Items - Make a Correction

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Items 2

• Creating an Item with a Permission Form
• Expiry Time on End Date

Notifications 4

• Do Parents Still Receive Rejection Emails If They Opt Out of Notifications?
• Email Notifications for New Fees in SchoolCash Online
• How to Re-Enable Email Notifications in SchoolCash Online
• How-To Translate SchoolCash Online Email Notifications

Other (SCO) 5

• An Instruction Guide - Chart of Accounts
• District Level - SchoolCash District Reports
• Does the Student Tab Disappear When They Leave the School?
• Manually Add District Users in SchoolCash Accounting & SFO
• Using SchoolCash Online to Help You Get Ready for The Next Semester

Payment, Purchasing 19

• Change Credit Card Info for Scheduled Payments or Refunds
• Check Out Item Limit
• Credit Card Payments in SchoolCash Online
• Credit Card Payments in SchoolCash Online (SFO)
• Digital Wallet Payments in SchoolCash Online

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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

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

Winter 2024 Drafts 0

KBA Archive 14

• Re-Assigning POS Devices to a Different School
• Adding and Assigning a New Device to Point of Sale in SFO
• Re-Assigning POS Devices to a Different School
• RESOLVED - September 10th, 2019 - Performance Issue
• RESOLVED - September 11th 2019 - SIS Upload Delay

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District Catalog 0

Student Management 5

• Add a Student - Student Merge
• How to Upload SIS Data for SchoolCash (Canadian Clients)
• How to Upload SIS Data for Schoolcash (US Clients)
• SIS (Student Information System) Extract FAQ
• Edit Student Names

POS Knowledge Base Articles (SCA) 15

• Collecting Payments Using SchoolCash POS
• How to Create Variable Cost Items and Add to SchoolCash POS
• How to Install a SIM Card on a SchoolCash POS Device
• How to Set Your POS SIM to a Single Carrier
• Making Items Available for Purchase On SchoolCash POS Devices

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POS Troubleshooting 9

• "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 point of sale device is running low on paper. Please refill the paper roll to proceed.” Error Message Appears When Processing a Transaction
• "Transaction processing failed. Please try again." Error Message Appears When Processing a Transaction
• “There was a technical difficulty in processing your transaction. Please try again.” Error Message Appears When Processing a Transaction

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SchoolCash Forms Plus 8

• 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

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SchoolCash Forms Tips 3

• SchoolCash Forms+ Clients - Using Forms+ for fee waivers, discount codes & price caps
• How to Archive a SchoolCash Form
• How to Archive a SchoolCash Form

Chargebacks 1

• Managing Chargebacks From Within SchoolCash Suite

Merchant Dashboard User 16

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

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User guides 6

• Teacher QuickStart - Full Guide
• Teacher QuickStart - Item Catalog Guide
• SchoolCash Express Training Guide
• Filtering Capabilities and Custom Forms Report 2020.8.19
• SchoolCash Access User Guide (SCA) Teacher

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Teacher Email Notifications 1

• How to use the Teacher Email Notifications feature

Teacher Reporting 1

• How to use the Teacher Reporting feature

Features - New/Enhancement 30

• Winter 2025 Product Release (SCA)
• Winter 2025 Product Release (SFO)
• SchoolCash Accounting (SCA) - Fall 2024 Product Release
• SchoolFunds Online (SFO) - Fall 2024 Product Release
• Winter 2024 Product Release

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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 27

• 2025.6.1.236 Release - June 2025
• 2025.6.1.155 Release - May 2025
• 2025.6.1.86 Release - April 2025
• 2025.6.1.10 Release - February 2025
• 2024.6.1.337 Release - December 2024

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Check out our Video Library! 0

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