Create or edit Items

. How to Create an Item
Video Content Click to view the recording of the 3 steps of item creation. (Duration: 4 minutes) To view the video library under these headings, follow...
Wed, 15 Mar, 2023 at 11:54 AM
(video) 3 Steps to Create an Item
Click to access the video of 3 steps to create an item (Duration 4 minutes) Related Articles How to Create an Item  -------------------------------...
Wed, 15 Mar, 2023 at 11:55 AM
(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
Add Sales Tax to items in SchoolCash Catalog Sales tax is being introduced as a new functionality for bookkeepers to include tax when creating items in Sch...
Tue, 29 Nov, 2022 at 10:14 AM
Assign, Split Revenue for Multiple Options and Choices
QUESTION: Can an item option be setup to assign/split revenue between multiple accounts or categories?  How can it be setup to assign revenue flow? RE...
Thu, 16 Mar, 2023 at 10:52 AM
Assign, Split Revenue in Item Financials (no option) to multiple accounts or categories
QUESTION: Can an item be setup to assign/split revenue between multiple accounts or categories?  How can it be setup to assign revenue flow? RESPONSE:...
Thu, 16 Mar, 2023 at 10:50 AM
Draft Status
QUESTION: Why are some items listed as "Draft"? RESPONSE: An item will be moved to Draft status when a user doesn't save the item: lea...
Mon, 16 Nov, 2020 at 3:11 PM
Due Date - are emails sent based on this field
QUESTION Due Date was entered in item creation.  Does an email notification go to parents on the Due Date if the item wasn't purchased? RESPONSE: ...
Wed, 20 Apr, 2022 at 10:55 AM
Edit an Attachment - Change from ‘Required’ to ‘Optional’
QUESTION: Can I edit an attachment to be ‘Optional’ instead of ‘Required'? SCENARIO: It is the end of the school year, the school runs the item ex...
Tue, 12 Sep, 2023 at 10:09 AM