Overview
The School Year Transition Checklist is an interactive planning tool in the Client Success Portal that helps you organize and track Year-End and Back-to-School tasks along a guided timeline. It is designed to help you prepare in the spring and summer for a successful fall.
This checklist brings together supporting Knowledge Base content and planning resources specific to your SchoolCash platform to help you stay organized during the school year transition.
Open the School Year Transition Checklist
Video walkthrough
Additional resources
Many of the resources linked throughout the checklist are also included below to help support a smooth Year-End rollover and Back-to-School transition.
SchoolCash Accounting
- Understanding Automated Year-End Rollover for District Administrators
- Completing Automated Year-End Rollover as a District Administrator
- Preparing for Year-End Rollover as a School User
- Hub Series: Navigating SchoolCash Catalog Rollover (SCA)