SchoolCash Support Portal

Work with Your Chart of Accounts (COA) 6

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

View all 6

Issue and Manage Checks 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 SchoolCash Accounting
• Character Count for Check Data Entry Fields

View all 22

Track and Manage Expenses (Purchase Orders, Cashbox and more) 6

• Complete Guide to Using the SchoolCash Cashbox Module
• How To - Set Up New Cashbox
• How to Create a Purchase Order (May 2013)
• Modify, Void or Complete Purchase Order Features
• Purchase Orders

View all 6

Move Funds between Categories (Journal Entries and Transfers) 4

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

Search and Manage Ledger Entries with Ledger Inquire 11

• An Instruction Guide - Ledger Inquire
• Attached Files Download - Ledger Inquire
• Error - Adding a New Record
• Incorrect Transaction Type Selected Adding Ledger Record - Modification Required from Journal Entry
• Ledger Inquire - One Pager PDF

View all 11

Reconcile your Bank Account and Void Checks 10

• Add a Direct Deposit
• An Instruction Guide - Reconciliation
• How to Correct a Deposit Error on Your Bank Statement
• Re-entry of Stale Dated Check Cleared by Bank
• Reconcile - Two Pager PDF

View all 10

Generate and Analyze Accounting 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 - Legacy One Page PDF

View all 13

Prepare for Year End in SchoolCash Accounting 17

• 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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Order Supply Information 2

• Ordering SchoolCash Supplies - SchoolCash Accounting Users
• Ordering SchoolCash Supplies - SchoolFunds Online Users

Manage Teacher Access and Roles 1

• SchoolCash Access Administrator Guide (SCA)

Run Reports on Shared Items and Enable Notifications 3

• How to Use the Teacher Reporting Feature
• How to Use the Teacher Email Notifications Feature
• Filtering Capabilities and Custom Forms Report 2020.8.19

Create Items and Collect Money from Students 4

• Teacher QuickStart - Catalog & Collections - Full Guide
• Teacher QuickStart Express - Item Catalog Guide
• SchoolCash Express Training Guide
• SchoolCash Access User Guide (SCA) Teacher

Purchase Items with Forms Attached 1

• Item Paid in Register - How to Complete Form

Report on Forms Purchases and Submissions 1

• SchoolCash Forms+ Report Enhancement

Record Individual Payments 26

• (video) How to waive a portion of a fee
• 4 Reasons to Use the SchoolCash Register
• Add a New SchoolCash Register Cash Drawer
• Check Payment for Multiple Items and Family Members
• Checkout Multiple Public Purchases

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Record Grouped Payments using Group Collection 6

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

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Review Payments and Student Item History 2

• How To Use Item History in Register
• QR Codes on Receipts

Print and Analyze Register Reports 3

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

Issue Refunds for In-Person Payments 5

• (video) How to Refund Cash or Check Payments
• (video) How to refund online payments using the SchoolCash Register
• Refund Payments made by Cash or Check Recorded in the Register
• Refund Public Items Purchased Using SchoolCash Register
• View Refund Comment

Close Out the Register 6

• (Video) - How to Close Out the SchoolCash Register
• Add Additional Item Not Included in Receipt
• Detailed Cash Screen
• How to Close Out SchoolCash Register Drawer
• How to Close Out Waived Fees in SchoolCash Register

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Troubleshoot in the Register (Modifications, Corrections and more) 16

• Check Amount is Higher than the Item Cost
• Correction of a Fully Waived Fee
• Entered Payments in Register, then Deposited in Deposit Module
• Error - How to Fix a Full Payment, Should be Partial Payment
• Error - Refunded by Cash in Register Instead of Online through SchoolCash Catalog

View all 16

Track and Action Chargebacks and Disputes 2

• Managing Chargebacks for Transactions
• Managing Chargebacks From Within SchoolCash Suite

Navigate through the External Merchant Dashboard 15

• Accessing and Updating Your Account Settings in Merchant Dashboard
• Accessing and Using the Batches Section in Merchant Dashboard
• Adding a New User in Merchant Dashboard
• Changing Your Password in Merchant Dashboard
• How to Find Your Merchant ID Number in Merchant Dashboard

View all 15

Upcoming Deployment 1

• IN THE WORKS

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

View all 30

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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Understand Email Notifications and Rejections 8

• Do Parents Still Receive Rejection Emails If They Opt Out of Notifications?
• Email Notifications
• Email Notifications and Due Dates in SchoolCash Online
• Email Notifications for New Fees in SchoolCash Online
• Email Reminder Notifications

View all 8

Troubleshoot and Explore Online Payment Experience 20

• . SchoolCash Online - Parent Shopping Experience
• 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)

View all 20

Rejected Items & Payments 3

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

Explore Online Donations Experience 2

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

Explore Meal Plan Experience 3

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

Create and Manage Items 37

• . Templates for All Year
• . Template User Guide
• . Item Creation Tips
• (video) How To Create an Item
• Activity or Event Template (for staff)

View all 37

Attach and Manage Students or Staff to Items 17

• (video) How to Attach Students to an Item
• (videos) Outstanding Fees and How to Discover and Change from Required
• Attach Staff to Items, using Grade Attachment of Staff
• Attach Students to an Item
• Attaching Items to New Registered Student

View all 17

Build and Manage Student Groups 6

• (video) How to Attach a Group
• (video) How to Attach an Item to a Group
• (video) How to Import a Group
• Create a Group in Group Management
• Delete a Group Import

View all 6

Configure Unlisted and Public Items 10

• Addition of Link on School's Web Page to Public Items
• Create an Unlisted Item for Staff Purchase
• Create an Unlisted Public Item
• Creating QR Codes for Public/Unlisted Items
• Determine if an Item is Public or Unlisted

View all 10

Process Refunds for Online Payments 18

• 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

View all 18

Generate and Analyze Catalog Reports 27

• (video) How to Generate Reports
• 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

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Work with 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

Troubleshoot Catalog Issues 15

• Active Items from Previous School Years
• Attachment with a Partial Refund Disappeared
• Course Attachment No Longer Displays Students Attached to Item
• Error for an 'Unlisted' item link
• Error-Group Import

View all 15

Prepare for Your School Catalog Rollover 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

Redeem Payment Receipts 2

• How to Validate and Redeem Receipts
• Track Redeemed Items Using Receipt Redeemer

Manage Student Data 5

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

POS Support Landing Page 1

• POS Support - Choose Your Platform

Troubleshooting POS Issues 13

• "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 13

Collect and Review Payments using POS Device 5

• Collecting Payments Using SchoolCash POS
• Making Items Available for Purchase On SchoolCash POS Devices
• SchoolCash Register Credit Card Purchases with POS
• Purchasing Items With Options and Choices in SchoolCash POS
• POS Redeem Receipts and Functionality in SchoolCash POS

Issue Refunds from POS Purchases 1

• Processing Refunds Using SchoolCash POS

Run Reports on POS Purchases 1

• Using SchoolCash POS Reporting

Setup and Manage the Devices at the District-Level 4

• Welcome to Using SchoolCash POS
• Point of Sale Management Using SchoolCash POS
• Set Your POS SIM to a Single Carrier
• Install a SIM Card on a SchoolCash POS Device