Start of School

Articles Relevant to This Time of Year



What are Parents to do When a Student Changes Schools?  

Your SchoolCash Online website has a Support Portal for your parents. It is available by scrolling to the bottom of the window. 

  1. The parent selects Support (bottom right)


     
  2. Select Account Maintenance tile or the parent can enter student changes schools to find a response.

    A screenshot of a computer

Description automatically generated

  3. Once the dropdown arrow is selected on the right side of the line, parents will receive directions. 

A close up of text

Description automatically generated



Using the Do Not Include in Year-End Feature  

Using the Do Not Include in Year-End Feature

Orange Banner – “Do Not Include” Flag

Once the SchoolCash Catalog is rolled to 2023/2024, an orange banner may display which reads as follows: "Important! Please update items that are assigned to next year categories and/or categories with a "Do Not Include" flag. 



After the SchoolCash Catalog rollover, if items are assigned to a category with a category umbrella type of “Do Not Include in Year End”, this warning banner will appear. The banner will be removed once the user has changed all the items to a new category, with a current year category umbrella.

Important: Modifications should be made after the SchoolCash Accounting rollover date. Check with your District Administrators before making these modifications.

Changing the category to a current year category, after the SchoolCash Accounting rollover, you are then required to alter items created in the next school year assigned to a category with a category umbrella type of “Do Not Include in Year End” to a current category, even if payments were made.

The system will filter the items with “Do Not Include Categories” attached.


To change the category, select the item, then select the Edit button and change the category to the appropriate category for the new school year.

 


SchoolCash Catalog - All Year Items

SchoolCash Catalog - ReportsBeginner Reports

Account or Category Report

Adoption Report

Batch Report

Item Attachment Report

Item Order Report

Item Option Report
Payment Schedule ReportPermission Report
Student Balance Report
Catalog Report for Public or Unlisted Items


Intermediate Level Reports

Public Item (Hoodie) ReportItem Attachment Report
Item Option ReportItem Order Rep
New to SchoolCash Online
  • This link provides information on ‘Where do You Start?’ and ‘How to Communicate with Your Staff and Families.’
Accounting

SchoolCash Accounting

ChecksManaging Checks and Disbursement in SchoolCash Accounting
DepositsRecording Non-Student Specific Deposits
ReconciliationMerchant Reconciliation Tool Enhancements for SchoolCash

Tips & Resources

QR Codes
How to Create QR Codes for Public/Unlisted Items
Best Practice SchoolCash Register Waived or Partial Payments Including Order of Entry

What is the order of entry when the school waives a portion of a student’s fee, and the parent/guardian pays the remainder?

To learn more about waiving a portion of a fee, parent pay remainders, or order of entry processes, see How to Waive Fees and Enable Partial Online Payments for Parents.


How to Waive A Portion of a Fee 
View Items Window - Display of ‘Purchased By’ & ‘Quantity Sold’ Information for Partial Waived, Followed by a Full Payment

What displays on the View Items window under ‘Purchased By’ and ‘Quantity Sold’ when an item is partially waived by the school, followed by the parent paying the remainder?

Does it display as one total purchase or two?

To learn more, see Purchased By and Quantity Sold Details for Partial Waive to Full Payment.
When Parents Don't Pay Online

Individual Register Payment

Group Collection

How to Create a Group Collection (Part 1) How to Record Payments - Group Collection (Part 2) 

Articles Relevant to Other Seasons