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

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

The SchoolCash Catalog Rollover Date is set when creating the New School Year.  If this ‘task’ is not completed at the District, the date will default to July 31, 20YY.  This is the date the SchoolCash system will begin to ‘look’ for the New Year Student information.  Banners will show with messages as below:

Green Banner

Success! Your Close Outs and Group Collections are done and your Student Data has been loaded successfully for the new school year. Your School Cash Catalog will now have the current year of 2020/2021. Remove this banner by clicking on the X in the right hand corner of the banner. You are ready to create items and attach students for this coming school year!

Orange Banner - Open Group Collections or Close Outs:  

  1. SchoolCash 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 ‘Complete’ was selected. 

  1. SchoolCash Register > Close Outs

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

SchoolCash Accounting Clients Only - 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 SchoolCash 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.