QUESTION:

The new school year has started and yet the current school year is defaulting to the previous school year when Create a New Item is selected, why?


RESPONSE:

If the default school year is not the new school year, Orange banners will display in the database.



For complete Banner Information, please visit whichever is your district's solution article:

SchoolCash Accounting Users - Multiple Years & Automatic Rollover for SchoolCash Catalog

SchoolFunds Online Users - Multiple Years & Automatic Rollover for SchoolCash Catalog



Banner Information:

Orange Banner - Open Group Collections or Close Outs:  

  1. School Cash Register > Group Collections   

Open Group Collections (not completed) will be listed.   To complete a Group Collection, select the Group from the list (radio button) then click on Select. On the Collection screen, select the ‘Complete” option.  Repeat for each open Group Collection.  Please check the Deposits/Receipts module for any funds that may have been pending in the Group Collection after you have selected the ‘Complete’. 

  1. School Cash Register > Close Outs

   Select Close Out and follow through to Step 3 to determine if there are Close Outs that have not been completed.    

Orange Banner - Next year or DO not include categories

After the rollover, if there are items that are assigned to a Category with a Category Umbrella Type “Do Not Include in Year End” this warning banner will appear. Check with your District Support Staff prior to making these modifications. 

Orange Banner - No student records found:

The School Cash Catalog is waiting for the new school year Student Information System (SIS) data to be loaded.  Please DO NOT attach students until this banner has been removed.  The upload occurs school-by-school so as the data loads, some schools could have their updated data for the new year, and others not.