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Knowledge base
Seasonal Articles
Seasonal Articles
0
SCA POS
POS Knowledge Base Articles (SCA)
16
Assigning a New Device to a Point of Sale
Collecting Payments Using SchoolCash POS
How to Create Variable Cost Items and Add to SchoolCash POS
How to Set Your POS SIM to a Single Carrier
Making Items Available for Purchase On SchoolCash POS Devices
View all 16
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
View all 9
Release Notes & New Features
Features - New/Enhancement
28
SchoolCash Accounting (SCA) - Fall 2024 Product Release
SchoolFunds Online (SFO) - Fall 2024 Product Release
Winter 2024 Product Release
Spring/Summer 2024 Product Release
Fall 2023 Release
View all 28
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
View all 90
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
View all 59
SchoolFunds Online Accounting Release Notes
22
2024.6.1.297 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
View all 22
SchoolCash Catalog (SCC)
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 Import a Group
Delete a Group Import
Error-Group Import
Group Import Requirements
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
2 How to Refund Online Payments - Group of Students
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
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 (SCO)
Merchant Dashboard User
15
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 15
Landing Page - SCO
1
SchoolCash Online Merchant Dashboard Support
SchoolCash
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
Quick Tips for All
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
Merchant Reconciliation & Chargebacks (with new payment processor 2024)
Chargebacks
1
Managing Chargebacks From Within SchoolCash Suite
SchoolCash Register (SCR)
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
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
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
SchoolCash Access - Teacher's Access (Former SchoolCash Express)
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
SchoolCash Accounting (SCA)
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
SchoolCash Online Integrations
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
USER GUIDES - SchoolCash
SchoolCash Access User Guides
2
SchoolCash Access User Guide (SCA) Teacher
SchoolCash Access Administrator Guide (SCA)
SchoolCash POS Landing Page
Landing Page
0
POS Support Landing Page (poshelp.kevgroup.com)
POS Support Landing Page
1
POS Support - Choose Your Platform
Transaction Management and Reporting
Transaction Management and Reporting
0
SchoolCash Online (SCO)
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
2
Student Leaves School Will Parent See the Student tab?
Using SchoolCash Online to Help You Get Ready for The Next Semester
Payment, Purchasing
13
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 13
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