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Manage Schools at a District-Level
Automating the Year-End Rollover
Auditor Menu - Reset Info & Auditor Tools
Assigning User Roles for Catalog/Register
Adding Notes to Bank Accounts (Reminders)
Accessing District Year-End Rollover Automation
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Generate and Analyze Accounting Reports
Running Report #2 – Detailed Category Summary (Date Range)
Overview Umbrella Category Summary
Navigating SchoolCash Accounting Reports
Export SchoolCash Accounting Reports
Accessing the Reports Menu
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Issue and Manage Checks
Hiding the Currency Symbol on Printed Checks
Combine Checks for Multiple Checks to Same Vendor
Character Limits for Check Fields and Ledger Descriptions
Advanced Check Options
Add Memo Field Information to Check Stub
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Move Funds between Categories (Journal Entries and Transfers)
Using Transfer Entries to Move Funds Between Categories
An Instruction Guide - Journal Entries
Attach a File to a Transfer
Record Transfers Between Categories
Prepare for Year End in SchoolCash Accounting
After Rollover – Reprinting Archived Data (Ledger History Reports)
After Rollover – Cleaning Up Suppliers and Categories
Accessing Year-End Rollover Procedures
Accessing Year-End Rollover Automation
2. Year End Rollover Warning - Change Date - What does this message indicate?
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Reconcile your Bank Account and Void Checks
Finish and Sign Off Reconciliation
Enter the Ending Bank Balance
Clear Transactions
Adding or Modifying Records
Access and Start Monthly Reconciliation Process
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Search and Manage Ledger Entries with Ledger Inquire
Retention Period for Attached Documents
Resend or mark a deposit to Atrieve as sent
Modifying or Correcting Ledger Entries
Attached Files Download - Ledger Inquire
"Application Error" Appears When Adding a Record in Ledger Inquire
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Track and Manage Expenses (Purchase Orders, Cashbox and more)
Completing a Partially Fulfilled Purchase Order
Adding, Deleting, or Modifying a Supplier/Vendor
Add a Supplier/Vendor While Issuing a Check
Accessing the Purchase Order Module
Accessing and Using the Supplier List
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Work with Your Chart of Accounts (COA)
Including Investments in Year-End Reporting
Editing a Category
Creating SGF Investment and Investment Interest Categories
Creating an Investment Bank Account
Cashing Out a Maturing Investment and Closing the Account
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