November 12, 2019
SchoolCash Accounting:
- The District Customized Transaction Report now includes a separate column for the Vendor Name.
SchoolCash Support Hub
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Get Started with SchoolCash
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Where do I begin?
- KEV University (KEV U)
- Required Documents for Implementing SchoolCash
- Where do I begin with SchoolCash?
- Get Started with SCA Accounting
- Get Started as a Teacher
- Get Started Creating Items Using the Catalog
- Record Cash and Check Payments Using the Register
- Get Started with District Permissions
- SchoolCash Implementation Guide
- SchoolCash Online Upgrade Guide
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Where do I begin?
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Plan the Year: Seasonal Checklists
- Back to School Preparation
- Fall Term/Semester One Tips and Resources
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Winter Term/Semester Two Tips and Resources
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Templates & Fee Articles - Winter
- Winter Club Fees [Base Price w/club choices] (Winter)
- Winter Team Fee - SPORT [Base Price, w/Options & Choices] (Winter)
- Semi-Formal Tickets [Base Price, no options] Winter
- Spring Break Day Camp at CAMP NAME [Base Price, w/Busing Option and Choices] Winter
- Spring Break CAMP NAME Day Camp [Base Price w/Lunch Option and Choices] Winter
- Valentine's Day Dance-a-thon (Winter)
- Valentine's Day Candy/Cookie-gram (Winter)
- How to Create a Yearbook Item
- Highlights for the Winter Season
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Templates & Fee Articles - Winter
- Spring Term Tips and Resources
- End of School Year Wrap Up
- Order Supplies
- Teacher's Access
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Catalog
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Attach and Manage Students or Staff to Items
- (video) How to Attach Students to an Item
- Attach Students to an Item
- Change a Required Attachment to Optional
- Change a Required Attachment to Optional
- Collect Outstanding Required Fees for Inactive Students
- Create Item: Available for Staff Purchase
- Difference between an Optional versus Required Attachment
- Explanation of Result: Expired Optional Course Attachment
- Optional, Mandatory or Recommended Attachment
- Outstanding Fees and How to Discover and Change from Required
- Set an Effective Cut-Off Date for Required Course Attachments
- Set Required Course Attachments Without Effective Cut-Off Date
- Student Attachments Tab
- Student Changes Schools within District-Responsibility of Outstanding Fees
- Understand Student Database Maintenance
- Understand When Student Attachments Update Automatically
- Using Item Visibility in SchoolCash Catalog
- Verify Staff Information Upload
- Build and Manage Student Groups
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Configure Unlisted and Public Items
- Add Website Direct Link to Public Items Page
- Ascertain if an Item is Public or Unlisted
- Create an Unlisted Item for Staff Purchase
- Create an Unlisted Public Item
- Create Public Items in SchoolCash Catalog
- Creating QR Codes for Public/Unlisted Items
- Public Item is not Available for Refund in the List
- Understand Public and Unlisted Item Fee Link
- Verify Public and Unlisted Items Using Fee Links
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Create and Manage Items
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Templates for All Year
- (video) Field Trip (with Optional Lunch) All Year Template
- Create a Cold Treat Item
- Create a Transcript Request Item Using a Template
- Create a Yearbook Item
- Create Field Trip Item with Lunch Options
- Create Item with Size Option & Choices
- Creating a Basic Field Trip Items with No Options in SchoolCash
- Event Tickets - One Price [Base Price, w/Pricing in Option & Choices] All Year Template
- Event Tickets - Various Prices [w/Pricing in Options & Choices] All Year Template
- Fees-Student Activity
- Field Trip - Museum [Base Price w/Pricing options & choices] All Year Template
- Field Trip - with Optional Additional Student Contribution [Base Price w/Pricing in Options & Choices] All Year Template
- Fundraiser - Generic [No Base Price, w/Pricing in Options/Choices] All Year Template
- Fundraiser or Contribution Item
- Fundraiser-Fun Fair [Pricing in Options/Choices] All Year Template
- Fundraiser-Store Gift Cards [No Base Price, w/Pricing in Options/Choices] All Year Template
- Managing Event Ticket Sales with Variable Pricing and Limited Capacity
- School Gear - Hoodie [by color] All Year Template
- Set Up and Customize a Food Drive and Contribution Item
- Technology Device Repair-1st or 2nd Occurrence [Individual Items, not one combined] All Year Template
- Technology Device Replacement [Individual Items, not one combined] All Year Template
- (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
- Assign Revenue in Item Financials Across Multiple Accounts (No options)
- Copy an Item from One Year to Another
- Create an Item
- Create an Item for Multiple School Years
- Create an Item in Three Steps
- Create an Item with a Permission Form
- Create an Item with a Permission Form (for Field Trip, In-school Event)
- Create an Item with a Variable Price
- Create Item with Options & Choices
- Create Item with Options & Choices Setup Tips for Sort & Display Order
- Creation Reminders & Edit Items
- Editing Effective Cut-Off Dates in SchoolCash Online
- Expiry Time on End Date
- How to Create a Field Trip Items with Options
- How to Create a QR Code for an Item for Public or Unlisted
- How to Import Fees using Bulk Fee Import
- How to Manage Items
- Item Availability - Due Date and Start & End Date
- Item Availability - Expiry Date
- Item Creation Tips
- Limit Per Student - Fundamentals
- Limit Per Student - How does > 1 Purchasing Work?
- Limit Per Student =1, Limit Quantity=Unlimited (program defaults)
- Limit Per Student >1, Limit Quantity=250
- Limit Per Student >1, Limit Quantity=Unlimited
- Limit Per Student=Unlimited, Limit Quantity=250
- Limit Per Student=Unlimited, Limit Quantity=Unlimited
- Listed Price Toggle
- Managing Draft Items in SchoolCash Online
- Maximum Field Character Counts
- Setting the Listed Price for Items in the SchoolCash Catalog
- Template User Guide
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Templates for All Year
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Generate and Analyze Catalog Reports
- (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
- Catalog Reports
- How to Generate Reports
- How to Run a Report when Item Spans Multiple Years
- How to Schedule and Access an Item Attachment, Order, and Option Report
- How to Use the Item Order Report
- Item Export Report - View Items Attachment Type
- Mask Student Numbers on Reports
- Payment Method noted for $0 Zero Dollar Item
- Permission Report for an Item with a Catalog Permission Form
- Refund Information Found in SchoolCash Catalog Reports
- Report Export Formats
- Report Listing Students with Outstanding Fees
- Report Showing Purchasers
- Saved Report - Saving Item Attachment, Item Order, and Item Option Report Filters
- Scheduled Payments Report
- SchoolCash Catalog Reports - What & Why
- SchoolCash Catalog Reports listing public and unlisted purchases
- SchoolCash Public Items Reports Tip Sheet
- Schools Can Run Reports for District Catalog Items
- Which Report Displays Transaction Fees
- Zero Cost Item - Determine Who Hasn't "Purchased" or Claimed
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Process Refunds for Online Payments
- An Overview of How to Refund-Online Payments & Register Payments
- Attachment Disappears for Item with Partial Refund
- How to Refund - KEV Connect Presentation
- How to Refund - myWallet Payment Method
- How to Refund Guest Checkout Purchase
- How to Refund Online Payments - Group of Students
- How to Refund Online Payments - User Guide
- How to Refund Online Payments - Video
- How to Refund Public or Unlisted Item
- Multiple Students (Bulk) Refunds
- Partial Refund - Distribution for item with multiple categories/accounts
- Refund a Public or Unlisted Item
- Refund in Progress Status
- Refund Notifications
- Refund Payments made Online using the Catalog
- Refund Timeline
- Refunds and Transaction Fees
- Steps to Process Refunds for Online Payments
- Redeem Payment Receipts
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Troubleshoot Catalog Issues
- 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
- Explanation - Student Leaves the School (Inactivated) with Outstanding Fees
- Fix Errors in Permission Form Caused by Invalid Characters in SchoolCash Online
- Imported Group Name is same as an Existing Group Name
- Item Auto Attach to New Students Did Not Happen
- New School Year is Not the Default Year for Item Creation
- Receipts are Not Available for Some Payments
- Refunded Incorrect Student
- SchoolCash Catalog Links for New to Role & Experienced Users (SFO)
- Student Attached to a Last Year’s Fee, however, did not enroll in the school
- Unable to Edit an Item
- Work with Scheduled Payments
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Prepare for Your School Catalog Rollover
- 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-test
- Year End - SchoolCash Register - Close Out
- Year End - SchoolCash Register - Complete All Group Collections
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Attach and Manage Students or Staff to Items
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SchoolCash Online Shopping
- Explore Meal Plan Experience
- Explore Online Donations Experience
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Explore Online Payment Experience
- Check Out Item Limit
- Credit Card Payments in SchoolCash Online
- Credit Card Payments in SchoolCash Online (SFO)
- Digital Wallet Payments in SchoolCash Online
- Digital Wallet Payments in SchoolCash Online (SFO)
- Explanation of the "Who are you Purchasing for?" Field
- Guest Checkout and an Existing SchoolCash Online Account Purchaser
- Guest Checkout Feature
- Guest Checkout, Existing SCO Account & Unlisted Item
- How to Complete eCheck Payments Using Online Banking (U.S. Customers)
- How to Use Apple Pay in SchoolCash Online
- How to Use Google Pay with SchoolCash Online
- Improved SchoolCash Checkout Experience with Digital Wallet Option
- Improved SchoolCash Online Checkout Experience with Digital Wallet Option
- Online Receipt
- Parent's Online Receipt
- SchoolCash Online - Parent Shopping Experience
- Using a Prepaid Credit Card Payment
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Troubleshoot SchoolCash Online
- Does the Student Tab Disappear When They Leave the School?
- How to Enable Online Partial Payments by Parents
- Do Parents Still Receive Rejection Emails If They Opt Out of Notifications?
- Notification of Rejected Online Payment
- Online Rejected Payments - Lockdown and Banner
- Scheduled Payment Rejection Emails
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Understand and Increase SchoolCash Online Adoption in Schools
- Auto-Subscription - Way to Increase Parent Adoption
- Auto-Subscription - New Ways to Increase Parent Registration
- Benefits For Parents to Register Today
- Tips for Promoting SchoolCash Online
- Key Benefits of Using SchoolCash Online for Bookkeepers
- Benefits for Coaches, Club Leaders, Staff
- Benefits to Parents (short version)
- Benefits to Registering Today for SchoolCash Online
- Teachers' Guide To SchoolCash Online
- Empowering Principals with SchoolCash Online
- Introducing School Users To SchoolCash Online
- Icon / Image Library to add to items (Downloadable Content)
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Understand Email Notifications
- Email Notifications
- Email Notifications and Due Dates in SchoolCash Online
- Email Notifications for New Fees in SchoolCash Online
- Email Reminder Notifications
- Maximum Number of Students Attached to Parent/Guardian
- Re-Enable Email Notifications in SchoolCash Online
- Translate SchoolCash Online Email Notifications
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Point Of Sale (POS Devices)
- Add Items to POS Device
- Collect and Review Payments using POS Device
- Issue Refunds from POS Purchases
- Run Reports on POS Purchases
- Manage POS Devices at the District-Level
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Troubleshooting POS Issues
- "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
- "Transaction processing failed. Please try again." Error Message Appears When Processing a Transaction
- “The point of sale device is running low on paper. Please refill the paper roll to proceed.” 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
- Contact Clover Device Support
- Manage and Prevent Expired POS Transactions
- Managing Chargebacks Using SchoolCash POS
- Network Connectivity Guide for SchoolCash POS
- POS Device - Red Banners on Screen
- POS stays connected on screen
- Printing Receipts
- Proper use of the POS Tap Card Feature
- SchoolCash Online POS Troubleshooting Topics
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SchoolCash Register
- Close Out the Register
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Record Individual Payments
- 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
- Inactive Students with Outstanding Fees
- Partial Payment - Multiple Partial Payments per item
- Payment Actions
- Payment Entry Comments Field
- Payment Explanation - Void or Delete
- Payment of Public Item Purchased Using SchoolCash Register
- Payment of Required Fee Attached through the SCR
- Process an Individual Payment in the Register Step-by-Step Guide
- Public Items Purchased Using the SchoolCash Register
- Purchased By and Quantity Sold Details for Partial Waive to Full Payment
- Record a Combination of Tender Payment in the Register
- Record a Fee Overpayment
- Record an SFO Receipt in the Cash Register
- Record Partial Payment by School
- Record Payment for a Variable Cost Item - Use "Add Additional Item"
- Record Payments from a Check for Multiple Students Explained
- Recording Payments for Expired Optional and Mandatory Items
- Unlisted Item and Guest Checkout
- Waive 100% of a Fee & KEV or Custom Forms
- Waive a Fee Payment
- Waive Fees and Enable Partial Online Payments for Parents
- Record Grouped Payments using Group Collection
- Review Payments and Student Item History
- Issue Refunds for In-Person and Online Payments
- Print and Analyze Register Reports
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Troubleshoot in the Register (Modifications, Corrections, and more)
- Check Amount is Higher than the Item Cost
- Comprehensive Guide to Troubleshooting in the Register
- 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
- Error Occurred when Adding Additional Items
- How to Handle Incorrect Payment Amount in Checkout
- Incorrectly Closed Out a Cash Drawer Which Did Not Balance
- Modification Tab - Correcting an Incorrect Payment Type
- Paid for Wrong Items - Make a Correction
- Payment Applied Against the Wrong Student in SchoolCash Register
- Refund Correction - Issued Incorrectly or by Error
- Register Modification
- Register, Group Collection, Check Payment Did Not Process Due to Insufficient Funds
- Reprinted Receipt is Blank
- SchoolCash Register Close Out Does Not Balance
- Forms
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Video Library (SCA)
- Accounting Videos (SCA)
- Catalog Videos
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Catalog Item Creation Videos
- Create an Item (no options) - Basic Field Trip
- Creating QR Codes for Public/Unlisted Items
- SchoolCash Catalog Item: Cold Treat
- SchoolCash Catalog Item: Course Fee
- SchoolCash Catalog Item: Field Trip for a Winter Program
- SchoolCash Catalog Item: Field Trip to the Apple Orchard
- SchoolCash Catalog Item: Field Trip with Optional Lunch
- SchoolCash Catalog Item: Food Drive
- SchoolCash Catalog Item: Graduation
- SchoolCash Catalog Item: Poinsettia Fundraiser by Color
- SchoolCash Catalog Item: Staff Contribution Item
- SchoolCash Catalog Item: Student Activity Fee
- SchoolCash Catalog Item: Tickets
- SchoolCash Catalog Item: Transcript Request Item
- SchoolCash Catalog Item: Yearbook
- Three Ways to Create an Item
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Catalog Reporting Videos
- Adoption Report in the SchoolCash Catalog
- Batch Report in the SchoolCash Catalog
- Catalog Reports for Public or Unlisted Items in the SchoolCash Catalog
- Category Report in the SchoolCash Catalog
- Item Attachment Report in the SchoolCash Catalog
- Item Option Report in the SchoolCash Catalog
- Item Order Report in the SchoolCash Catalog
- Payment Schedule Report in the SchoolCash Catalog
- Permission Report in the SchoolCash Catalog
- Student Balance Report in the SchoolCash Catalog
- Catalog Webinars
- Register Videos
- Merchant Reconciliation
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Release Notes & New Features
- Product Improvements
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SCA Release Notes 2025
- December 2025 Product Improvements (SCA)
- November 2025 Product Improvements (SCA)
- October 2025 Product Improvements (SCA)
- November 2025 Product Improvements - Holiday Release
- September 2025 Product Improvements (SCA)
- Back-to-School 2025 Product Release (SCA)
- July 3, 2025 (V.2025.3.4.50) - Accounting, Catalog & Register
- Winter 2025 Product Release (SCA)
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SFO Release Notes 2025
- December 2025 Product Improvements (SFO)
- November 2025 Product Improvements (SFO)
- October 2025 Product Improvements (SFO)
- September 2025 Product Improvements (SFO)
- October 2025 - V.2025.6.1.463
- Back-to-School 2025 Product Release (SFO)
- July 2025 (V2025.6.1.330) - SFO Accounting
- June 2025 (V 2025.6.1.236) - Accounting
- May 2025 - V.2025.6.1.155
- April 2025 (V 2025.6.1.86) - Accounting
- Winter 2025 Product Release (SFO)
- 2025.6.1.10 Release - February 2025
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SCA Release Notes (2024 and earlier)
- V.2025.3.4.50 on 07/3/2025 - SCA Accounting
- SchoolFunds Online (SFO) - Fall 2024 Product Release
- SchoolCash Accounting (SCA) - Fall 2024 Product Release
- Spring/Summer 2024 Product Release
- Winter 2024 Product Release
- Student Information System(SIS) Data Upload Using OneRoster Standard
- Fall 2023 Release
- How to Add a Variable Price to a Form
- V.2023.3.4.13 on 04/20/2023
- SchoolCash Online - Online Partial Payments – May Release
- V.2023 SchoolCash Accounting - April 2023 Release
- SchoolCash Accounting – Lunch Program – March Release
- SchoolCash Forms - Upload Files up to 5MB - March Release
- SchoolCash Forms+ - Pricing and Calculations - April Release Notes
- V.2023.3.4.3 on 01/26/2023
- V.2022.3.4.55 on 12/16/2022
- V.2022.4.2.10 on 11/25/2022
- V.2022.3.4.42 on 10/05/2022
- V.2022.3.4.48 on 11/4/2022
- V.2022.3.4.20 on 6/15/2022
- V.2022.3.4.36 on 8/11/2022
- V.2022.3.4.20 on 6/15/2022
- V.2022.3.4.20 on 6/7/2022
- V.2022.3.4.19 on 5/17/2022
- V.2022.3.4.12 on 4/21/2022
- V.2022.3.4.12 on 3/16/2022
- V.2022.3.4.1 on 1/11/2022
- 2021-11-10 for V.2021.3.4.9
- 2021-10-21 for V.2021-3.4.5
- 2021-09-30 for V.2021.3.4.2
- 2021-06-22 for V.2020.3.4.39
- 2021-06-08 for V.2020.3.4.38
- 2021-05-18 for V.2020.3.4.37
- 2021-05-04 for V.2020.3.4.36
- 2021-04-22 for V.2020.3.4.35
- 2021-03-31 for V.2020.3.4.33
- 2021.02.18 for V.2020.3.4.26
- 2018 November 12-16
- 2018 December 2-8 [accounting, SIS import]
- 2019 February 3-15
- 2019 February 28 - March 4
- 2018 December 19
- 2019 March 17-24
- 2019 April 2
- 2019 April 8 to April 26
- 2019.08.05 for V.2019.2.5.11
- 2019.08.21 for V.2019.2.5.21
- 2019.09.18 for V.2019.2.10.18
- 2019.09.25 for V.2019.3.3.3
- 2019.10.10 for V.2019.3.3.7
- 2019.10.16 for V.2019.3.3.9
- 2019.10.31 for V.2019.3.3.17
- 2019.11.12 for V.2019.3.3.24
- 2019.12.03 for V.2019.4.3.1
- 2019.1.0.44 - Week of July 15th
- 2019.07.29 for V.2019.2.5.7
- 2020.01.09 for V.2019.4.3.7
- 2020.02.01 for V.2019.6.4.4
- 2020.01.20 for V.2019.5.3.3
- 2020.02.27 for V.2019.6.4.14
- 2019.03.18 for V.2019.7.4.3
- 2020.04.17 for V.2020.1.2.6
- 2020.05.07 for V.2020.1.2.11
- 2020.06.02 for V.2020.1.2.19
- 2020.08.21 for V.2020.1.2.27
- 2020.09.24 for V.2020.1.2.23
- 2020.10.13 for V.2020.3.2.11
- 2020.11.27 for V.2020.3.4.10
- 2020.12.09 for V.2020.3.4.15
- 2019.11.20 for V.2019.3.3.26
- 2019.09.05 for V.2019.2.10.1
- 2019.08.12 for V.2019.2.5.15
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SFO Release Notes (2024 and earlier)
- 2024.6.1.337 Release - December 2024
- 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
- 2023.6.1.421 Release - December 2023
- 2023.6.1.382 Release - October 2023
- 2023.6.1.296 Release - July 12-August 3, 2023
- 2023.6.1.241 Release - June 6-15, 2023
- 2023.6.1.218 Release - May 9-18, 2023
- 2023.6.1.157 Release - April 13, 2023
- 2023.6.1.107 Release - March 1, 2023
- 2023.6.1.12 Release
- 2022.6.1.249 Release
- 2022.6.1.167 Release
- 2022.1.2.34 (2022.6.1.81) Release
- 2022.1.2.32 SFO Release
- 2022.1.2.23 SFO Release
- 2022.1.2.6 SFO Release
- 2022 Winter Release Notes for SchoolFunds Online. Version 2022.1.2.1
- SchoolFunds Online Product Release Notes.Fall.2021
- 2020 Fall Release Notes for SchoolFunds Online
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Settings and Users
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Add, View, and Manage Users
- Add a User - User Management Instruction Guide
- Edit a Role Name
- Edit a user
- Edit user details in batch
- Export a list of users
- Import new users in batch
- Manually Add District Users in Both SchoolCash Accounting & SchoolFunds Onine
- SchoolCash Suite - User Management Instruction Guide
- User Management - User Role Definitions
- View user details history
- View User Details in SchoolCash Accounting & SchoolFunds Online
- Manage Your Account and Setup Requirements
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Add, View, and Manage Users
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Merchant Reconciliation & Chargebacks
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Navigate Through the External Merchant Dashboard
- 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
- How to Log Off from Merchant Dashboard
- Merchant Dashboard - User Guide
- Merchant Dashboard User FAQ
- Navigating the Statements Section in Merchant Dashboard
- New Processor Onboarding Guide (Nuvei)
- SchoolCash Online Merchant Dashboard Support
- Understanding Financial Terms in Merchant Dashboard
- Understanding the Correlation Between Batches and Funding Deposits in School Accounting
- Using Data Filtering in Merchant Dashboard
- Using the Transactions Section in Merchant Dashboard
- Track and Action Chargebacks and Disputes
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Navigate Through the External Merchant Dashboard
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Accounting with SCA
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Manage Schools at a District-Level
- Accessing District Year-End Rollover Automation
- Add an Umbrella Type
- Adding Notes to Bank Accounts (Reminders)
- Assigning User Roles for Catalog/Register
- Auditor Menu - Reset Info & Auditor Tools
- Automating the Year-End Rollover
- Beginning the Rollover for a Single School/Bank Account
- Beginning the Rollover for All Ready Schools
- Cashbox - Steps After Rollover
- Cashbox - Steps Before Rollover
- Change or Correct a Bank Account Year-End Rollover Date
- Change Roles in SchoolCash Accounting (SCA)
- Clearing Housekeeping Items
- Completing the Final Monthly Reconciliation
- Completing the Year-End Rollover Checklist
- Completing the Year-End Rollover Procedures
- Completing Year-End Rollover (School Users)
- Configuring Application Defaults
- Configuring Currency Presentation and Styles
- Configuring Database Setup (Chart, Demographics, Ledger)
- Copy New Category to All Bank Accounts
- Creating a New Bank Account
- Data Entry Buttons Are Not Displaying on Main Menu
- Delete a Category from the Chart of Accounts
- Disabling Rollover by School Users (Account Settings)
- Downloading Year-End Reports (Rollover Completed)
- Editing Student Names (Pre-Reg Students)
- Finalizing the Rollover and Verifying Results
- GL (Petty Cash) Cashbox and District Funds
- How to Access and Modify, Delete Bank Account Information
- Issuing Checks and Managing Options
- Legacy - Add New School & Bank Account to User in SchoolCash
- Legacy - District Level - How to Use Account Settings (Oct 2013)
- Legacy - How to Use User Maintenance - Add users in user maintenance (Aug 2013)
- Maintaining Bank Accounts
- Maintaining Banks
- Maintaining Categories and GL Umbrellas
- Maintaining Memo Lists
- Making Transfer Entries
- Managing Account Settings
- Managing Board Maintenance Settings
- Managing Cash and Checks YTD Itemized and NSF
- Managing Cash Drawers in Register Maintenance
- Managing Change Funds - Cashbox
- Managing District-Level Year-End Rollover
- Managing School Catalog Years
- Managing School Maintenance Settings
- Managing Security Access Levels
- Managing Suppliers/Vendors
- Managing Users
- Managing Year-End Rollover Automation
- Merging Student Data
- Modify Transfers in Ledger Inquire
- Navigating Core Tasks in SchoolCash Accounting
- Navigating District Administration in SchoolCash Accounting
- Navigating District-Level Year-End Rollover (Automation)
- Navigating Year-End Rollover
- New School - How To Add Categories / Accounts to Chart of Accounts
- Posting Journal Entries
- Print or Reprint Check Added to Ledger Inquire
- Printing and Reprinting Reports
- Printing and Sharing the District Checklist
- Reconciling Monthly Bank Statements
- Recording Deposits and Receipts
- Required Year-End Reports and Sign-offs
- Running Reports
- Running the Exception Report
- Running the Login Tracking Report
- Searching Bank Accounts in Automation
- Sign Off on the Tax Rebate Report in SchoolCash Accounting (Canadian Only)
- Unable to Delete/Modify Deposit Form
- Understanding Basic Icons and Controls
- Using Ledger Inquire
- Using Lookup Table Maintenance
- Using the Auditor Menu (Reset and Audit Tools)
- Verifying Updated Demographics Rollover Date
- Viewing District-Level Reports
- Viewing Outstanding Tasks and Item Descriptions
- Workaround - Print or Reprint Check Added to Ledger Inquire
- Year End Rollover Automation Checklist
- Year-End Rollover Checklist
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Generate and Analyze Accounting Reports
- Accessing the Reports Menu
- Available History Reports in SchoolCash Accounting
- Customized Transaction Report (School Users)
- Customizing the Reports View on Accounting Main Page
- Determine if a Transaction was Modified
- Export SchoolCash Accounting Reports
- Generating Reports - Legacy One Page PDF
- Identifying Missing Checks in Ledger Inquire
- Navigating SchoolCash Accounting Reports
- Overview Umbrella Category Summary
- Running Report #2 – Detailed Category Summary (Date Range)
- Running Report #9 – Trial Balance by Category (Date Range)
- School And District Ledger History Reports
- Trying to Print SCA Report - Error Takes User to Login Screen
- Understanding Report Icons and Controls
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Issue and Manage Checks
- Add Memo Field Information to Check Stub
- Advanced Check Options
- Attach a File to a Check
- Change Check Layout in SchoolCash Accounting
- Character Limits for Check Fields and Ledger Descriptions
- Combine Checks for Multiple Checks to Same Vendor
- Combine Multiple Checks for the Same Supplier/Vendor
- Handling Checks for One-Time Vendors
- Hiding the Currency Symbol on Printed Checks
- Issue Checks in SchoolCash Accounting
- Issuing Checks and Using the Tax Calculator (CAN only)
- Managing Checks and Disbursement in SchoolCash Accounting
- Print Checks and Set Layout Alignment
- Print or Reprint Check Added to Ledger Inquire
- Printing a Check Without Displaying the Check Number
- Re-Entering a Voided Stale-Dated Check That Cleared the Bank
- Record a Credit Invoice
- Renumber a Combined Check
- Reprint a Check Requisition
- Set the Starting Check Number
- Split Check Category Limits and Category Overflow Reporting
- Trying to Print Check Statement, Kicked Out to Login Screen
- Void a Check Before Posting the Check Run
- Void a YrEnd Outstanding Check
- Move Funds between Categories (Journal Entries and Transfers)
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Prepare for Year End in SchoolCash Accounting
- 1. SCA Year End Rollover - DISTRICT LEVEL Instructions
- 1. SCA Year End Rollover - SCHOOL USER Step by Step Instructions
- 2. Year End Rollover Warning - Change Date - What does this message indicate?
- Accessing Year-End Rollover Automation
- Accessing Year-End Rollover Procedures
- After Rollover – Cleaning Up Suppliers and Categories
- After Rollover – Reprinting Archived Data (Ledger History Reports)
- After Rollover – Verifying “Black Boxes” in Category (Chart of Accounts)
- After Rollover – Verifying the Next Month to Reconcile
- Automated SCA Year End Rollover - Reports
- Automated SCA Year End Rollover - Tips
- Beginning the Year-End Rollover (All or Individual)
- Changing the Year End Rollover Date
- Completing the Data Verification Sheet
- Completing the Final Reconciliation for Year-End
- Disabling Rollover by School User (District Setting)
- Downloading Year-End Rollover Reports
- Generating the Year-End Rollover Checklist (Excel)
- Investments and Manual SCA Year End Rollover
- Navigating Year-End Rollover Automation
- Navigating Year-End Rollover Procedures
- Optional: Generating the Outstanding NSF Transactions Report
- Preparing Reporting Data (Date Ranges, Report #10, Report #11M)
- Resolving Year-End Rollover Item 7 Transfer Warning
- Reviewing Rollover Status and Icons
- SCA Prep-Close Out of the Change Fund (Cashbox) and Year End Rollover
- SCNYrEndProcedures
- Step 1 – Reviewing Rollover Warnings
- Step 2 – Verifying Balance Information
- Step 3 – Generating Statement of Financial Position and Schedule of School Activities Fund
- Step 4 – Printing Student Activity Funds: Summary of Closing Balances
- Step 5 – Printing Year-End Outstanding Transactions
- Step 6 – Printing Summary of Categories with Opening Balances
- Step 7 – Recording Opening Balances for Next Year (Final Screen)
- Step 8 – Finalizing the Year-End Rollover
- Using the Year-End Rollover Data Verification Sheet
- Year End Checklist # 1 - Unposted Checks, Deposits, Transfers or Journal Entries
- 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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Reconcile your Bank Account and Void Checks
- Access and Start Monthly Reconciliation Process
- Add a Direct Deposit in the Reconciliation Module
- Adding or Modifying Records
- Adjusting Deposits When Bank Amounts Don’t Match
- Clear Transactions
- Enter the Ending Bank Balance
- Finish and Sign Off Reconciliation
- Fix Errors Adding Records in Reconciliation or Ledger Inquire
- Navigating Monthly Bank Reconciliation in SchoolCash Accounting
- Print and Reprint Reconciliation Reports
- Re-entry of Stale Dated Check Cleared by Bank
- Reset or Finish the Reconciliation Later
- Service Charge Added Incorrectly as a Debit Memo
- Sign Off Difference on Report 11M or 11K, What to Do?
- Split a Reconciled Transaction Between Categories
- Voiding a Check
- Voiding a Check in the Reconciliation Module
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Search and Manage Ledger Entries with Ledger Inquire
- "Application Error" Appears When Adding a Record in Ledger Inquire
- Attached Files Download - Ledger Inquire
- Incorrect Transaction Type Selected Adding Ledger Record - Modification Required from Journal Entry
- Ledger Inquire - One Pager PDF
- Modifying or Correcting Ledger Entries
- Navigating the Ledger
- Records are Not Loading in the Ledger Inquire
- Resend or mark a deposit to Atrieve as sent
- Retention Period for Attached Documents
- Transaction Number Limit in Ledger and Reconciliation
- Using the ERP Integration Transaction Status Page (Atrieve)
- View Prior-Year Transactions in Ledger Inquire
- Viewing Ledger Transactions
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Track and Manage Expenses (Purchase Orders, Cashbox and more)
- Accessing and Using the Supplier List
- Accessing the Purchase Order Module
- Add a Supplier/Vendor While Issuing a Check
- Adding, Deleting, or Modifying a Supplier/Vendor
- Complete Guide to Using the SchoolCash Cashbox Module
- Completing a Partially Fulfilled Purchase Order
- Creating a Purchase Order
- Creating a Purchase Order with Multiple Items
- Creating and Managing Purchase Orders
- Enabling Purchase Order Modifications
- Find Voided or Completed Purchase Orders
- How To - Set Up New Cashbox
- Managing Purchase Order Forms (Add or Delete)
- Managing Supplier Stock Items
- Modifying a Posted Purchase Order
- Navigating Purchase Order Updates in SchoolCash Accounting
- Opening Supplier/Vendor Maintenance from Issue Checks
- Paying a Partial Shipment
- Paying a Purchase Order and Issuing a Check
- Printing Purchase Orders
- Searching Purchase Orders
- Searching, Printing, and Importing Suppliers/Vendors
- Tracking Purchase Orders (Posted, Invoiced, Open)
- Understanding Purchase Order Invoice Flags
- Using List View to Filter Purchase Orders
- Vendor Verification and Duplicate Check in Supplier Records
- Voiding a Purchase Order
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Work with Your Chart of Accounts (COA)
- Cannot Delete a Category
- Cashing Out a Maturing Investment and Closing the Account
- Creating an Investment Bank Account
- Creating SGF Investment and Investment Interest Categories
- Editing a Category
- Including Investments in Year-End Reporting
- Navigating the Chart of Accounts
- New Category / Account - How to Add
- Reconciling the Investment Account and Recording Interest
- Recording Investments in SchoolCash Accounting
- Rename a Category
- Setting Up Category Umbrella Types for Investments
- Transferring Interest to the SGF Account (Optional)
- Understanding Investment Tracking Options
- Viewing Category Information
- Viewing Investment Values on Reports (#8, #10, #18)
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Manage Schools at a District-Level