School Cash Accounting - Checks YTD Itemized
This guide explains how to view, sort, modify, and manage Year-To-Date (YTD) checks in School Cash Accounting. Follow these steps to efficiently manage your YTD entries.
Viewing Year-To-Date Entries
- From the Main Menu, select Income Activities.
- Click Checks YTD Deposited.
- Click View Year to Date Entries.
The window displays a list of all checks and cash itemized since the beginning of the school year.
Sorting the Checks YTD List
- Click one of the Field Headings.
- For example: Clicking the Deposit From heading will sort the list in alphabetical (A-Z) order.
Modifying a Checks YTD Entry
- In the List View tab, click the record to be modified.
- Click the Modify tab.
- Enter a reason for the modification in the Reason field (this is mandatory).
- Click inside any text slot where modification is required and enter the new information.
- Click the Save icon to save your changes.
Viewing the History of a Checks YTD Entry
- Select the record from the List View tab.
- Click the Modify tab.
- Click Here To Show Entry History.
Creating a New YTD Entry
- Click the New YTD Entry tab.
- Click Date and enter the date of the new entry.
- Press TAB to move to the Deposit From field.
- Enter the details and continue to press TAB to move through the remaining fields.
- Note: The Reason will display in the Description field in Ledger Inquire.
- Click Save to save the new YTD entry.
Searching the YTD Entries
- Click the Search tab.
- Enter any known details in the Search Records window.
- Click Perform Search.
- The search results will be displayed in the List View tab.
- To see all YTD entries, click Find All.
Printing Check YTD Deposited Information
- Click Print.
- Select the required print option from the drop-down menu.
- Click the Printer icon to print the report.
- After printing, click Previous Screen to return to the Checks YTD Deposited window.
