KEV SchoolCash Legacy Clients


This guide is applicable to SchoolCash legacy users not using the User Management section.


TABLE OF CONTENTS


How to Manage Bank Accounts in SchoolCash


Existing bank account information can be verified in the Bank Accounts menu option.

New bank accounts, such as those opened for alumni funds, can be added in SchoolCash.

School bank accounts with zero ($0.00) balances after the Year-End Rollover can be inactivated or deleted.


Steps to Access Bank Information

  1. From Main Menu, select the My School Information group.

  2. Click Program Maintenance.

  3. Select Table Maintenance.

  4. Select Lookup Table Maintenance from the menu.

  5. Click Bank Accounts.

How to Modify Bank Account Information


Information about existing bank accounts is provided by the district's setup. It is important to verify the accuracy of any bank account information.



Steps to Modify Bank Account Information

  1. Select the List View tab.

  2. Click the Modify tab.

  3. Click into any field that needs to be edited.

  4. Click the Save checkmark.


How to Update Bank Account Information for a New Principal

  1. Select the required bank account from the list.

  2. Click the Modify tab.

  3. Edit the Signature Name and Signature Position fields.

  4. Save the changes.

Steps to Add a Bank Account

  1. From Main Menu, select the My School Information group.

  2. Click Program Maintenance.

  3. Select Create New Bank Account from the menu.

  4. Complete the five steps.



Steps to Delete a Bank Account

  1. Select the required bank account in List View.

  2. Click the Delete icon on the toolbar.

  3. Click OK in the confirmation dialog box.

  4. Click the Save checkmark.

Note: Only accounts with a zero ($0.00) balance after the Year-End Rollover should be deleted.


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