Create or edit Items

(video) How To Create an Item
Click on one of the following 6-minute Create An Item videos for a refresher on item creation. Select https://www.kevclientsuccess.com/videos/ Sele...
Wed, 15 Mar, 2023 at 11:53 AM
Activity or Event Template (for staff)
QUESTION: Does a form exist for your  teachers, coaches, sponsors to complete? RESPONSE: See attached Event Form Template.  The 10 fields required...
Tue, 5 Sep, 2023 at 1:53 PM
Add Sales Tax to Items
Introduction This guide provides instructions on how to add and manage sales tax in SchoolCash Catalog. With the release of this feature, bookkeepers can n...
Wed, 25 Sep, 2024 at 10:58 AM
Assign Revenue in Item Financials Across Multiple Accounts (No options)
Introduction This article provides detailed steps on assigning or splitting revenue (with no options) across multiple accounts or categories within SchoolC...
Wed, 25 Sep, 2024 at 11:18 AM
Assign, Split Revenue for Multiple Options and Choices
Introduction This article covers how bookkeepers can add sales tax to items in the SchoolCash Catalog. With this new feature, users can efficiently manage ...
Wed, 25 Sep, 2024 at 11:06 AM
Editing Effective Cut-Off Dates in SchoolCash Online
Introduction This article explains whether you can edit an Effective Cut-off Date in SchoolCash Online and provides an alternative option for managing cut-...
Wed, 25 Sep, 2024 at 2:07 PM
Email Notifications and Due Dates in SchoolCash Online
Introduction This article explains how email notifications work in relation to the Due Date entered during item creation in SchoolCash Online. Many users w...
Wed, 25 Sep, 2024 at 1:45 PM
Fix Errors Caused by Invalid Characters in SchoolCash Online
Introduction This article explains how to resolve the error encountered when creating a permission form in SchoolCash Online, especially when copying and p...
Wed, 25 Sep, 2024 at 2:10 PM
How to Change an Attachment from Required to Optional
Introduction This article explains how to change an attachment from 'Required' to 'Optional' in SchoolCash Online, including steps for veri...
Wed, 25 Sep, 2024 at 2:00 PM
How to Copy an Item from One Year to Another
Introduction In SchoolCash Online, items can be copied from one year to another using the steps outlined below. Ensure to revise any item details that may ...
Wed, 25 Sep, 2024 at 2:22 PM