2024 winter release

ADDITION OF PURCHASER'S EMAIL

Originally, the purchaser email was displayed in the Item Order Report only for PUBLIC items. This made it challenging for districts and bookkeepers who needed to see who purchased an item that was attached to a student.  


SOLUTION

The “Purchaser Email” column displays in the Item Order Report exported CSV file for all items regardless of whether they are attached to students, public or unlisted. 

This means that items that have student attachments will have the purchaser email displayed in the “Purchaser Email” column for that item. 


 

SHOW SCHOOLCASH CATALOG REFUND REASON & SCHOOLCASH REGISTER COMMENTS

The refund reason from SchoolCash Catalog (SCC) and comments from SchoolCash Register (SCR) were originally not visible in the Item Order Report. This made it challenging for bookkeepers to see and track why a refund was made and why payment actions (e.g. waive, void) were made in SchoolCash Register.  


SOLUTION

The Item Order Report exported CSV file has additional “Refund Reason” and “Comments” columns. 

  • This Only applies to the Item Order Report exported CSV file, both when exported from within the generated report window at the bottom of the page, and when generated via the Export > Download.CSV functionality. 


 

     

The “Refund Reason” column value is the Refund Reason entered when the Refund was recorded in the SchoolCash Catalog or SchoolCash Register. 


 

 


  • The “Comments” column value is the Comments entered when the Payment Action is recorded in the SchoolCash Register. 


 

  • When the Item Order Report is exported as a CSV file, the “Refund Reason” and “Comments” columns will appear at the end of the report. Note columns J, X and Y.



 


Related articles

SchoolCash Catalog Reports - What & Why

2 Item Order Report CSV Breakdown - Value-Based Pricing (VBP) Transactional

Report Export Formats