Year End - Best Practice-Review Required Items, prior to SchoolCash Catalog Rollover : SchoolCash Support Portal

QUESTION:

How can we identify Outstanding Required Items prior to SchoolCash Catalog Rollover?

RESPONSE:

Outstanding Required Items attached to students will carry forward to the new year and continue to show as outstanding in the school item was created until paid or manually adjusted.

Year End - SchoolCash Online Partial Payments

PROCESS:

Note: To view all items and see the status of their attachments

Select EXPORT from the SchoolCash Catalog View Items, List of Items page.
The exported report will be an Excel CSV formatted file.
can be generated bookkeepers for their individual schools, or for All Schools by those with District administrator access.

Open the generated Excel CSV spreadsheet
Open the 'Item Overview' worksheet
Highlight the entire worksheet by choosng the 'select all' icon
Once the worksheet is highlighted, add column filters, Home tab > Editing section > Filter and Sorting
You are most interested in the 'Optional Students' and 'Required Students' columns
Click the dropdown arrow for 'Required Students' and deselect the checkbox beside ZERO
Choose 'OK'
Review the items where a number appears in both the 'Optional' and 'Required' columns, as well as just the 'Required' column
An item with a large number in the 'Optional' column and a small number in the 'Required' column will often indicate the 'Required' attachment are a result of attaching the item in the SchoolCash Register using the 'Add Additional Item' functionality. This will add the item as 'Required'.
It is important to review each of these to ensure the 'Required' attachment is to remain as such. Or is it to be changed to an 'Optional' attachment.

If there are required items on the students’ accounts that are not to be carried forward to the new school year, change the attachment to OPTIONAL. This removes the ‘Required’ obligation, and the item will NOT carry over to the next school year.

HOW TO CHANGE THE ATTACHMENT FROM REQUIRED TO OPTIONAL:

School Cash Catalog > View ALL items
Select the item where the attachment needs to be revised
Click on Manage Attachments
Choose the attachment (All, Grade etc.)
Click Edit
The attachment can be changed from a Required attachment to Optional. (or vice-versa, Optional to Required)
SAVE is located at the bottom of the window, repeat for all attachments to be changed
An Item may have more than 1 attachment.
Each attachment listed as Required will need to be edited and changed to Optional.
Once you have selected the Attach Item As: Optional, SAVE