August 2021
Are you a new to SchoolCash Online and/or SchoolCash Accounting school user?
The following are a few curated related Knowledge Base article links:
SchoolCash Catalog - How to Create an Item (May 2013)
How to Create an Item with Options and Choices
An Instruction Guide - Ledger Inquire
An Instruction Guide - Journal Entries
An Instruction Guide - Transfer Entries
An Instruction Guide - Deposits/Income Activities
An Instruction Guide - Issue Checks / Disbursement
School Staff - Standard and Seasonal Item Calendar Reminders
The following chart sessions provide overall and module information specific to all user roles.
The sessions are instructor-led to help the new user become familiar with the solutions.
Sessions may be found in Appointment Plus.
Users require an Appointment Plus account. If you do not have an account, please contact your school district administrator lead.
| Issue Checks Learn how to create, print, void checks in just under 1 hour. Have the checks ready that you will be entering into SchoolCash Accounting and your trainer will walk you through the process. |
| Purchase Orders During this session, the trainer will walk you through the process of entering Purchase Orders. |
| Deposits Learn how to complete deposit and receipts every time money is received. Please have ready any deposits you have NOT taken to the bank. KEV will show you how quick and easy it is to do. |
| Ledger and Reports This session will show how to use the ledger module, how to track NSF checks as well as the different reports available including the most frequently used. |
| Cash/Checks YTD, NSF, Journal Entries, Transfers Learn how to track and perform transfers of funds from one category to another. |
| Monthly Bank Reconciliation Have with you your bank statement for the month you will be reconciling and during this session you will complete the reconciliation process in SchoolCash. |
| SchoolCash Catalog In this session you will learn how to set up items for parents to pay. We will provide you examples of how to add permission forms, pictures, and options for your items |
| SchoolCash Register (Prerequisite: SchoolCash Catalog) Learn how to record payments for those students who pay for items directly at the school. This session occurs after the SchoolCash Catalog training session. |
| Group Collection and Reports In a Group Collection training session, users will learn how to create a group collection for items where a staff member has items created and collected. These funds are transferred to the office for recording. A Group Collection will allow the bookkeeper to record the payments in the SchoolCash Register without having to select each student separately. |
| Year End Rollover-session 1 The SchoolCash Accounting year-end rollover training is typically 2 separate training sessions. In the first session, users will complete the year-end housekeeping items and preparing for a smooth rollover. The second session occurs after the year end rollover date has been reached and the user will be walked through the completion of the year end rollover for their school bank account. |
| Year End Rollover-session 2 The SchoolCash Accounting year-end rollover training is typically 2 separate training sessions. In the first session, users will complete the year-end housekeeping items and preparing for a smooth rollover. The second session occurs after the year end rollover date has been reached and the user will be walked through the completion of the year end rollover for their school bank account. |
| SchoolCash Overview For new users to SchoolCash Accounting, this session will give you an overview of the entire School Cash program. |