QUESTION:
What areas do I need to learn about first as a new user of SchoolCash?
RESPONSE:
SchoolCash Management is a comprehensive, intuitive and easy-to-use solution, that helps school and district users manage every dollar efficiently. Below is a list of the modules recommended for new users to start with when learning how to use SchoolCash.
1. Issue checks to:
- Track invoice numbers and payments
- Warn users on category balance shortage
- Attach supporting documents (check requisition/invoice)
2. Enter deposits/receipts to:
- Count money faster
- Print receipts & up-to-date balances
- Print bank deposit tickets
3. Complete the monthly bank reconciliation for:
- Easy recording of cleared transactions
4. Catalog:
- Items assigned to categories/accounts
- Include options / picture / scheduled payments / public facing
- Email Reminders
- Attach items by student profile (grade, homeroom, course, group)
5. Use Cash Register to:
- Collect payments using cash or check
- Print receipts
- Payments roll up to Deposit/Receipting module