Introduction


School districts upload student data regularly. However, there are instances where a district may need to manually add a student before the next Student Information System (SIS) upload. This guide outlines the steps to verify, manually add, and merge student data in SchoolCash.

TABLE OF CONTENTS

Steps to Verify and Manually Add Students


Verify Student Does Not Exist in the System:

  1. Main Menu > School Cash Register

  2. Enter the Student’s Name in the Student Last Name, First field.

  3. Select the Search button.

  4. If the student does not appear, they require manual entry.


Manually Add Student:

  1. Main Menu > Program Maintenance > Edit Student Names (Households tab)

  2. Select the Insert icon

  3. Enter Household Name.
  4. Address and phone information may be added.

  5. Save by selecting the checkmark.

  6. Select the Students tab.

  7. School Year defaults to current year.

  8. Select the Insert icon.

  9. Enter Student Information:

    1. Last Name (tab to next field)
    2. First Name (tab to next field)
    3. Date Of Birth (could use the calendar) (tab to next field)
    4. Grade (is mandatory)

  10. Save by selecting the checkmark.


Make note of the Number assigned to student, which starts with a "P" followed by 9 numbers.


Merge Student Data:

  • Place a checkmark in the checkbox beside the manually added student to be merged with data from the nightly upload.

  • Place the cursor in the Search new SIS Student field.

  • From the dropdown, select the student the manually added student is to be merged with.

  • Select the Merge button.

  • The merge updates the existing student record with the new SIS data while keeping all outstanding and paid items.



Where to next?