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Knowledge base
Accounting
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
View all 17
Order Supplies
Order Supply Information
2
Ordering SchoolCash Supplies - SchoolCash Accounting Users
Ordering SchoolCash Supplies - SchoolFunds Online Users
Teacher's Access
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
Forms
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
Register
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
View all 26
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
View all 6
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
View all 6
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
Merchant Reconciliation & Chargebacks
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
Release Notes & New Features
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
View all 90
SchoolCash Online Shopping
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
Catalog
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
View all 27
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
District User
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 (poshelp.kevgroup.com)
POS Support Landing Page
1
POS Support - Choose Your Platform
Point Of Sale (POS Devices)
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
Help Desk Software
by Freshdesk