SchoolCash Support Portal

For many schools, some fall items in SchoolCash Online will again be offered in semester two. Now is a good time to take advantage of the product’s item Copy feature. You can work ahead by creating the upcoming semester items, but you do not have to attach students until you are ready.

Keep in mind that it is helpful to provide a longer purchasing timeframe than to attach at the last minute.

Copy Previous Item

• Open SchoolCash Catalog
• Select the status of ‘Expired’
• Review the list of items from semester one.
  • Once the item is selected and copied, it will open.

Preview

• It is important to select the ‘Preview’ button
• Review the entire item and setup.
  • There are a few fields which require review and revision:
    • Start
    • Reminder
    • End dates
    • Information referencing start of school, semester one, fall and/or fall dates
    • Confirm the pricing.

Tip: Make revisions and Preview again!

Save and Attach

Copying an item or selecting a template will require a new attachment.

Troubleshooting

If you have revised and saved, but the item doesn’t appear in your active list, you may have missed changing the dates. Take a moment to review and confirm the start date is accurate.

Select the status of ‘All,’ and you should now see the new item.

If you copied an item from last school year and it is not visible, go back to last year, as the dates may still reflect the previous year. Edit the start and end dates to reflect current school year dates.

No Previous Item? Review Templates

What can you do to minimize item creation efforts if the item was not offered in semester one?

No worries! Review the list of templates. You’ll find numerous templates, such as course fees, lost book, and parking permit templates.

Of course, the higher your school’s adoption rate, the greater the success of higher-volume item purchasing.

See the full article: Using SchoolCash Online to Help You Get Ready for The Next Semester

If team members need to pay for more than one item or fee, creating groups will save time.

There are two ways to create a group within SchoolCash: importing a list or using Student Information System data to create a group for each team or sport.

Coaches provide team member lists to the office for attendance. Use those lists to create a new group by importing the provided text or Excel CSV formatted file using the ‘Group Management’ functionality.

Learn more:

• Article Link
• How to Create a Group
• How to Import a Group
• How to Attach an Item to a Group

Required “Course” attachments must have an effective cut-off date. The effective cut-off date indicates the end of the 'grace' period whereby the student is required to purchase the item even though they are no longer enrolled in the course. If the course is dropped after the Effective Cut-Off Date, the item will remain as an outstanding commitment throughout their schooling. The item will disappear as a commitment if the item is purchased, or the school changes the attachment to an Optional option.

To learn more about Effective Cut-Off Dates and how to enter them, read this article.

Do you need to decide how to make your SchoolCash items available? Use Public items to reach a wide audience, including people outside your school community, and Unlisted items to share with specific groups through a private link. Learn more about how to choose the right option in the article How to Determine if an Item is Public or Unlisted.

Learn the difference between Public and Unlisted items in the Availability section of item creation. These options determine how items are displayed and accessed in the SchoolCash system.

How to Refund Overview - Cash or Check Register & Online Payments

Items with Options and Choices

• How to Create a Basic Field Trip (with no options)
  
  
• How to Create a Field Trip Items with Options
• How to Create an Item in Three Steps
• Using Templates for Item Creation with District Compliance Guideline

Intermediate Level Reports

• New to Role: Essential Training Resources for School Staff.

• This link provides information on ‘Where do You Start?’ and ‘How to Communicate with Your Staff and Families.’

SchoolCash Accounting