SchoolCash Support Portal

Landing Page 0

POS Support Landing Page 3

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

Work with Your 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 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

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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

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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

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Reconcile your Bank Account and Void Checks 11

• Add a Direct Deposit
• An Instruction Guide - Reconciliation
• Error-when Adding a Record in Reconciliation Module and Logged Out of Program
• How to Correct a Deposit Error on Your Bank Statement
• Re-entry of Stale Dated Check Cleared by Bank

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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

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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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Create and Manage Items 42

• . 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 and Manage Students or Staff to Items 15

• (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

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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

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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

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Process Refunds for Online Payments 17

• 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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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

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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

Individual Payments 31

• (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 9

• (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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Notifications 9

• Auto-Subscription - New Ways to Increase Parent Registration
• 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

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Other (SCO) 6

• 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 Both SchoolCash Accounting & SchoolFunds Onine
• SchoolCash Online - Parent Shopping Experience

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Payment, Purchasing 18

• 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

Winter 2024 Drafts 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

• How to Add Calculations and Pricing on Forms
• How-To Auto-Populate SchoolCash Forms using Smart Elements
• Item Paid in Register - How to Complete Form
• SchoolCash Forms+ Clients - Adding Conditional Logic to Forms
• SchoolCash Forms+ Clients - How to Add a Variable Price to a Form

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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

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

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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

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Order Supply Information 2

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