How to Use Account Settings (Oct 2013)
(Resource)
Table of Contents
SchoolCash Support Hub
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Get Started with SchoolCash
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Where do I begin?
- KEV University (KEV U)
- Required Documents for Implementing SchoolCash
- Where do I begin with SchoolCash?
- Get Started with SCA Accounting
- Get Started as a Teacher
- Get Started Creating Items Using the Catalog
- Record Cash and Check Payments Using the Register
- Get Started with District Permissions
- SchoolCash Implementation Guide
- SchoolCash Online Upgrade Guide
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Where do I begin?
- Order Supplies
- Teacher's Access
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Catalog
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Attach and Manage Students or Staff to Items
- (video) How to Attach Students to an Item
- Attach Staff to Items, using Grade Attachment of Staff
- Attach Students to an Item
- Attaching Items to New Registered Student
- Attachment by Course Optional - without Effective Cut Off Date
- Attachment by Course Required - with Effective Cut Off Date
- Attachment by Course Required - without Effective Cut-Off Date
- Change an Attachment from Required to Optional
- Difference between an Optional versus Required Attachment
- Item Visibility Explained - Attached vs. Public vs. Unlisted Items
- Manage Attachments - Change Required Attachment to Optional Status Selection
- Optional, Mandatory or Recommended Attachment
- Outstanding Fees and How to Discover and Change from Required
- Outstanding Required Fees for Inactive Students (Inactive due to move to Middle or High School or from district)
- Student Attachments Tab
- Student Changes Schools within District-Responsibility of Outstanding Fees
- Student Database Maintenance
- Verification of Uploaded Information for Grade Attachment of Staff
- Build and Manage Student Groups
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Configure Unlisted and Public Items
- Addition of Link on School's Web Page to Public Items
- Create an Unlisted Item for Staff Purchase
- Create an Unlisted Public Item
- Creating QR Codes for Public/Unlisted Items
- Determine if an Item is Public or Unlisted
- Public Item is not Available for Refund in the List
- Public Item Purchase Using SchoolCash Register
- SchoolCash Public Items Tip Sheet
- Understanding the Fee Link for Public and Unlisted Items in SchoolCash
- Verify if an Item Is Unlisted or Public
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Create and Manage Items
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1 Templates for All Year
- (video) Field Trip (with Optional Lunch) All Year Template
- Create a Cold Treat Item
- Create a Transcript Request Item Using a Template
- Create a Yearbook Item
- Create Field Trip Item with Lunch Options
- Create Item with Size Option & Choices
- Creating a Basic Field Trip Items with No Options in SchoolCash
- Event Tickets - One Price [Base Price, w/Pricing in Option & Choices] All Year Template
- Event Tickets - Various Prices [w/Pricing in Options & Choices] All Year Template
- Fees-Student Activity
- Field Trip - Museum [Base Price w/Pricing options & choices] All Year Template
- Field Trip - with Optional Additional Student Contribution [Base Price w/Pricing in Options & Choices] All Year Template
- Fundraiser - Generic [No Base Price, w/Pricing in Options/Choices] All Year Template
- Fundraiser or Contribution Item
- Fundraiser-Fun Fair [Pricing in Options/Choices] All Year Template
- Fundraiser-Store Gift Cards [No Base Price, w/Pricing in Options/Choices] All Year Template
- Managing Event Ticket Sales with Variable Pricing and Limited Capacity
- School Gear - Hoodie [by color] All Year Template
- Set Up and Customize a Food Drive and Contribution Item
- Technology Device Repair-1st or 2nd Occurrence [Individual Items, not one combined] All Year Template
- Technology Device Replacement [Individual Items, not one combined] All Year Template
- (video) How To Create an Item
- Activity or Event Template (for staff)
- Add Sales Tax to Items
- Adding Sales Tax to Items in SchoolCash Catalog
- Assign Revenue in Item Financials Across Multiple Accounts (No options)
- Basic Item Creation Step by Step
- Copy an Item from One Year to Another
- Create an Item
- Create an Item for Multiple School Years
- Create an Item in Three Steps
- Create an Item with a Permission Form
- Create an Item with a Permission Form (for Field Trip, In-school Event)
- Create an Item with a Variable Price
- Create Item with Options & Choices
- Create Item with Options & Choices Setup Tips for Sort & Display Order
- Creation Reminders & Edit Items
- Editing Effective Cut-Off Dates in SchoolCash Online
- Expiry Time on End Date
- How to Create a Field Trip Items with Options
- How to Create a QR Code for an Item for Public or Unlisted
- How to Import Fees using Bulk Fee Import
- How to Manage Items
- Item Availability - Due Date and Start & End Date
- Item Availability - Expiry Date
- Item Creation Tips
- Limit Per Student - Fundamentals
- Limit Per Student - How does > 1 Purchasing Work?
- Limit Per Student =1, Limit Quantity=Unlimited (program defaults)
- Limit Per Student >1, Limit Quantity=250
- Limit Per Student >1, Limit Quantity=Unlimited
- Limit Per Student=Unlimited, Limit Quantity=250
- Limit Per Student=Unlimited, Limit Quantity=Unlimited
- Listed Price Toggle
- Managing Draft Items in SchoolCash Online
- Maximum Field Character Counts
- Setting the Listed Price for Items in the SchoolCash Catalog
- Template User Guide
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1 Templates for All Year
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Generate and Analyze Catalog Reports
- (video) How to Generate Reports
- 1 Report with Breakdown - Value-Based Pricing (VBP) Transactional
- 2 Item Order Report CSV Breakdown - Value-Based Pricing (VBP) Transactional
- 3 Item with Options Report for Vendor & Distribution - Value-Based Pricing (VBP) Transactional
- Adoption Report - Understanding what it provides
- Catalog Reports
- How to Generate Reports
- How to Run a Report when Item Spans Multiple Years
- How to Schedule and Access an Item Attachment, Order, and Option Report
- How to Use the Item Order Report
- Item Export Report - View Items Attachment Type
- Mask Student Numbers on Reports
- Payment Method noted for $0 Zero Dollar Item
- Permission Report for an Item with a Catalog Permission Form
- Refund Information Found in SchoolCash Catalog Reports
- Report Export Formats
- Report Listing Students with Outstanding Fees
- Report Showing Purchasers
- Saved Report - Saving Item Attachment, Item Order, and Item Option Report Filters
- Scheduled Payments Report
- SchoolCash Catalog Reports - What & Why
- SchoolCash Catalog Reports listing public and unlisted purchases
- SchoolCash Public Items Reports Tip Sheet
- Schools Can Run Reports for District Catalog Items
- Which Report Displays Transaction Fees
- Zero Cost Item - Determine Who Hasn't "Purchased" or Claimed
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Process Refunds for Online Payments
- An Overview of How to Refund-Online Payments & Register Payments
- Attachment Disappears for Item with Partial Refund
- How to Refund - KEV Connect Presentation
- How to Refund - myWallet Payment Method
- How to Refund Guest Checkout Purchase
- How to Refund Online Payments - Group of Students
- How to Refund Online Payments - User Guide
- How to Refund Online Payments - Video
- How to Refund Public or Unlisted Item
- Multiple Students (Bulk) Refunds
- Partial Refund - Distribution for item with multiple categories/accounts
- Refund a Public or Unlisted Item
- Refund in Progress Status
- Refund Notifications
- Refund Payments made Online using the Catalog
- Refund Timeline
- Refunds and Transaction Fees
- Steps to Process Refunds for Online Payments
- Redeem Payment Receipts
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Troubleshoot Catalog Issues
- Active Items from Previous School Years
- Attachment with a Partial Refund Disappeared
- Course Attachment No Longer Displays Students Attached to Item
- Error for an 'Unlisted' item link
- Error-Group Import
- Explanation - Student Leaves the School (Inactivated) with Outstanding Fees
- Fix Errors in Permission Form Caused by Invalid Characters in SchoolCash Online
- Imported Group Name is same as an Existing Group Name
- Item Auto Attach to New Students Did Not Happen
- New School Year is Not the Default Year for Item Creation
- Receipts are Not Available for Some Payments
- Refunded Incorrect Student
- SchoolCash Catalog Links for New to Role & Experienced Users (SFO)
- Student Attached to a Last Year’s Fee, however, did not enroll in the school
- Unable to Edit an Item
- Work with Scheduled Payments
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Prepare for Your School Catalog Rollover
- Year End - SchoolCash Online Rejected Payments
- Year End - SchoolCash Online Partial Payments
- Year End - Best Practice-Review Required Items, prior to SchoolCash Catalog Rollover - Manage Attachments-test
- Year End - SchoolCash Register - Close Out
- Year End - SchoolCash Register - Complete All Group Collections
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Attach and Manage Students or Staff to Items
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SchoolCash Online Shopping
- Explore Meal Plan Experience
- Explore Online Donations Experience
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Explore Online Payment Experience
- Check Out Item Limit
- Credit Card Payments in SchoolCash Online
- Credit Card Payments in SchoolCash Online (SFO)
- Digital Wallet Payments in SchoolCash Online
- Digital Wallet Payments in SchoolCash Online (SFO)
- Explanation of the "Who are you Purchasing for?" Field
- Guest Checkout and an Existing SchoolCash Online Account Purchaser
- Guest Checkout Feature
- Guest Checkout, Existing SCO Account & Unlisted Item
- How to Complete eCheck Payments Using Online Banking (U.S. Customers)
- How to Use Apple Pay in SchoolCash Online
- How to Use Google Pay with SchoolCash Online
- Improved SchoolCash Checkout Experience with Digital Wallet Option
- Improved SchoolCash Online Checkout Experience with Digital Wallet Option
- Online Receipt
- Parent's Online Receipt
- SchoolCash Online - Parent Shopping Experience
- Using a Prepaid Credit Card Payment
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Troubleshoot SchoolCash Online
- Does the Student Tab Disappear When They Leave the School?
- How to Enable Online Partial Payments by Parents
- Change Credit Card Info for Scheduled Payments or Refunds
- Do Parents Still Receive Rejection Emails If They Opt Out of Notifications?
- Notification of Rejected Online Payment
- Online Rejected Payments - Lockdown and Banner
- Scheduled Payment Rejection Emails
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Understand and Increase SchoolCash Online Adoption in Schools
- Auto-Subscription - Way to Increase Parent Adoption
- Auto-Subscription - New Ways to Increase Parent Registration
- Benefits For Parents to Register Today
- Tips for Promoting SchoolCash Online
- Key Benefits of Using SchoolCash Online for Bookkeepers
- Benefits for Coaches, Club Leaders, Staff
- Benefits to Parents (short version)
- Benefits to Registering Today for SchoolCash Online
- Teachers' Guide To SchoolCash Online
- Empowering Principals with SchoolCash Online
- Introducing School Users To SchoolCash Online
- Icon / Image Library to add to items (Downloadable Content)
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Understand Email Notifications
- Email Notifications
- Email Notifications and Due Dates in SchoolCash Online
- Email Notifications for New Fees in SchoolCash Online
- Email Reminder Notifications
- Maximum Number of Students Attached to Parent/Guardian
- Re-Enable Email Notifications in SchoolCash Online
- Translate SchoolCash Online Email Notifications
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Point Of Sale (POS Devices)
- Collect and Review Payments using POS Device
- Issue Refunds from POS Purchases
- Run Reports on POS Purchases
- Manage POS Devices at the District-Level
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Troubleshooting POS Issues
- "Oops... There was a problem connecting to Wi-Fi" Error Message Appears When Configuring SchoolCash POS Terminal
- "The transaction could not be processed" Error Message Appears When Using SchoolCash POS Terminal
- "The transaction was declined. Please re-initiate a new transaction." Error Message Appears on a SchoolCash POS Device
- "There was a problem connecting to a Register" Error Message Appears When Connecting SchoolCash POS
- "There was a problem connecting to KEV" Error Message Appears When Configuring a SchoolCash POS Device
- "Transaction processing failed. Please try again." Error Message Appears When Processing a Transaction
- “The point of sale device is running low on paper. Please refill the paper roll to proceed.” Error Message Appears When Processing a Transaction
- “There was a technical difficulty in processing your transaction. Please try again.” Error Message Appears When Processing a Transaction
- Contact Clover Device Support
- Manage and Prevent Expired POS Transactions
- Managing Chargebacks Using SchoolCash POS
- Network Connectivity Guide for SchoolCash POS
- POS Device - Red Banners on Screen
- POS stays connected on screen
- Printing Receipts
- Proper use of the POS Tap Card Feature
- SchoolCash Online POS Troubleshooting Topics
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SchoolCash Register
- Close Out the Register
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Record Individual Payments
- 4 Reasons to Use the SchoolCash Register
- Add a New SchoolCash Register Cash Drawer
- Check Payment for Multiple Items and Family Members
- Checkout Multiple Public Purchases
- Inactive Students with Outstanding Fees
- Partial Payment - Multiple Partial Payments per item
- Payment Actions
- Payment Entry Comments Field
- Payment Explanation - Void or Delete
- Payment of Public Item Purchased Using SchoolCash Register
- Payment of Required Fee Attached through the SCR
- Process an Individual Payment in the Register Step-by-Step Guide
- Public Items Purchased Using the SchoolCash Register
- Purchased By and Quantity Sold Details for Partial Waive to Full Payment
- Record a Combination of Tender Payment in the Register
- Record a Fee Overpayment
- Record an SFO Receipt in the Cash Register
- Record Partial Payment by School
- Record Payment for a Variable Cost Item - Use "Add Additional Item"
- Record Payments from a Check for Multiple Students Explained
- Recording Payments for Expired Optional and Mandatory Items
- Unlisted Item and Guest Checkout
- Waive 100% of a Fee & KEV or Custom Forms
- Waive a Fee Payment
- Waive Fees and Enable Partial Online Payments for Parents
- Record Grouped Payments using Group Collection
- Review Payments and Student Item History
- Issue Refunds for In-Person and Online Payments
- Print and Analyze Register Reports
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Troubleshoot in the Register (Modifications, Corrections and more)
- Check Amount is Higher than the Item Cost
- Comprehensive Guide to Troubleshooting in the Register
- Correction of a Fully Waived Fee
- Entered Payments in Register, then Deposited in Deposit Module
- Error - How to Fix a Full Payment, Should be Partial Payment
- Error - Refunded by Cash in Register Instead of Online through SchoolCash Catalog
- Error Occurred when Adding Additional Items
- How to Handle Incorrect Payment Amount in Checkout
- Incorrectly Closed Out a Cash Drawer Which Did Not Balance
- Modification Tab - Correcting an Incorrect Payment Type
- Paid for Wrong Items - Make a Correction
- Payment Applied Against the Wrong Student in SchoolCash Register
- Refund Correction - Issued Incorrectly or by Error
- Register Modification
- Register, Group Collection, Check Payment Did Not Process Due to Insufficient Funds
- Reprinted Receipt is Blank
- SchoolCash Register Close Out Does Not Balance
- Forms
- Release Notes & New Features
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Settings and Users
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Add, View and Manage Users
- Add a User - User Management Instruction Guide
- Edit a Role Name
- Edit a user
- Edit user details in batch
- Export a list of users
- Import new users in batch
- Manually Add District Users in Both SchoolCash Accounting & SchoolFunds Onine
- SchoolCash Suite - User Management Instruction Guide
- User Management - User Role Definitions
- View user details history
- View User Details in SchoolCash Accounting & SchoolFunds Online
- Manage Your Account and Setup Requirements
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Add, View and Manage Users
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Merchant Reconciliation & Chargebacks
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Navigate through the External Merchant Dashboard
- Accessing and Updating Your Account Settings in Merchant Dashboard
- Accessing and Using the Batches Section in Merchant Dashboard
- Adding a New User in Merchant Dashboard
- Changing Your Password in Merchant Dashboard
- How to Find Your Merchant ID Number in Merchant Dashboard
- How to Log Off from Merchant Dashboard
- Merchant Dashboard - User Guide
- Merchant Dashboard User FAQ
- Navigating the Statements Section in Merchant Dashboard
- New Processor Onboarding Guide (Nuvei)
- SchoolCash Online Merchant Dashboard Support
- Understanding Financial Terms in Merchant Dashboard
- Understanding the Correlation Between Batches and Funding Deposits in School Accounting
- Using Data Filtering in Merchant Dashboard
- Using the Transactions Section in Merchant Dashboard
- Track and Action Chargebacks and Disputes
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Navigate through the External Merchant Dashboard
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Video Library (SCA)
- Accounting Videos (SCA)
- Catalog Videos
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Catalog Item Creation Videos
- Create an Item (no options) - Basic Field Trip
- Creating QR Codes for Public/Unlisted Items
- SchoolCash Catalog Item: Cold Treat
- SchoolCash Catalog Item: Course Fee
- SchoolCash Catalog Item: Field Trip for a Winter Program
- SchoolCash Catalog Item: Field Trip to the Apple Orchard
- SchoolCash Catalog Item: Field Trip with Optional Lunch
- SchoolCash Catalog Item: Food Drive
- SchoolCash Catalog Item: Graduation
- SchoolCash Catalog Item: Poinsettia Fundraiser by Color
- SchoolCash Catalog Item: Staff Contribution Item
- SchoolCash Catalog Item: Student Activity Fee
- SchoolCash Catalog Item: Tickets
- SchoolCash Catalog Item: Transcript Request Item
- SchoolCash Catalog Item: Yearbook
- Three Ways to Create an Item
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Catalog Reporting Videos
- Adoption Report in the SchoolCash Catalog
- Batch Report in the SchoolCash Catalog
- Catalog Reports for Public or Unlisted Items in the SchoolCash Catalog
- Category Report in the SchoolCash Catalog
- Item Attachment Report in the SchoolCash Catalog
- Item Option Report in the SchoolCash Catalog
- Item Order Report in the SchoolCash Catalog
- Payment Schedule Report in the SchoolCash Catalog
- Permission Report in the SchoolCash Catalog
- Student Balance Report in the SchoolCash Catalog
- Catalog Webinars
- Register Videos
- Merchant Reconciliation
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Plan the Year: Seasonal Checklists
- Back to School Preparation
- Fall Term/Semester One Tips and Resources
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Winter Term/Semester Two Tips & Resources
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Templates & Fee Articles - Winter
- Winter Club Fees [Base Price w/club choices] (Winter)
- Winter Team Fee - SPORT [Base Price, w/Options & Choices] (Winter)
- Semi-Formal Tickets [Base Price, no options] Winter
- Spring Break Day Camp at CAMP NAME [Base Price, w/Busing Option and Choices] Winter
- Spring Break CAMP NAME Day Camp [Base Price w/Lunch Option and Choices] Winter
- Valentine's Day Dance-a-thon (Winter)
- Valentine's Day Candy/Cookie-gram (Winter)
- How to Create a Yearbook Item
- Highlights for the Winter Season
-
Templates & Fee Articles - Winter
- Spring Term Tips and Resources
- End of School Year Wrap Up
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Accounting with SCA
-
Manage Schools at a District-Level
- Add an Umbrella Type
- An Instruction Guide - SchoolCash Accounting District Information
- Auditor Menu - Reset Info & Auditor Tools
- Change Category (Account) in Chart of Accounts
- Change or Correct a Bank Account Year-End Rollover Date
- Copy New Category to All Bank Accounts
- Data Entry Buttons Are Not Displaying on Main Menu
- Delete Category (Account) from Chart of Accounts
- How to Access and Modify, Delete Bank Account Information
- How to Log In as a Different Role in SchoolCash Accounting
- How to Log In as a Different Role in SchoolFunds Online
- How to Submit and Sign Off on a Tax Rebate Report in SchoolCash Accounting
- Instruction Guide - SchoolCash Accounting
- Legacy - Add New School & Bank Account to User in SchoolCash
- Legacy - Add New School and Bank Account
- Legacy - District Level - How to Use Account Settings (Oct 2013)
- Legacy - How to Use User Maintenance - Add users in user maintenance (Aug 2013)
- Legacy - Year End Checklist
- New School - How To Add Categories / Accounts to Chart of Accounts
- Print or Reprint Check Added to Ledger Inquire
- SchoolCash Accounting Year End Rollover
- SchoolCash District Reports
- Unable to Delete/Modify Deposit Form
- What Role is able to Modify a Transfer on Ledger?
- Workaround - Print or Reprint Check Added to Ledger Inquire
- Year End Rollover - District Level Step by Step Instructions
- Year End Rollover Automation Checklist
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Generate and Analyze Accounting Reports
- An Instruction Guide - Reports
- Customized Transaction Report 11 - School Level
- Customizing the Reports on Accounting Main Page
- Determine if a Transaction was Modified
- Generating Reports - Legacy One Page PDF
- List of Available SchoolCash History Reports
- Report to Determine Missing Checks on the Ledger Inquire
- School And District Ledger History Reports
- SchoolCash Accounting Report Export Formats
- SchoolCash Accounting Reports for School Users
- Trying to Print SCA Report - Error Takes User to Login Screen
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Issue and Manage Checks
- Add Memo Field Information to Check Stub
- Attach a File to a Check
- Can a Combined Check be Issued to Pay Multiple Invoices for a "One-Time" Vendor?
- Change Check Layout in SchoolCash Accounting
- Character Count for Check Data Entry Fields
- Combine Checks for Multiple Checks to Same Vendor
- Error-Can't Add Check to Ledger, Message Indicates Invoice has Already Been Paid
- Hiding the Currency Symbol on Printed Checks
- How to Combine Checks
- How to Issue Checks-Invoice with Credit
- Issuing Checks and Using the Tax Calculator (CAN only)
- Managing Checks and Disbursement in SchoolCash Accounting
- Maximum Number of Categories Allowed for a Split Check
- Print or Reprint Check Added to Ledger Inquire
- Reenter Voided Stale-Dated Check, Bank Cleared
- Renumber a Combined Check
- Trying to Print Check Statement, Kicked Out to Login Screen
- Void a Check Before Posting the Check Run
- Void a YrEnd Outstanding Check
- Move Funds between Categories (Journal Entries and Transfers)
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Prepare for Year End in SchoolCash Accounting
- 1. Automated SCA Year End Rollover Process
- 1. SCA Year End Rollover - DISTRICT LEVEL Instructions
- 1. SCA Year End Rollover - SCHOOL USER Step by Step Instructions
- 1a. Manual SCA Year End Rollover Process
- 2. Year End Rollover Warning - Change Date - What does this message indicate?
- Automated SCA Year End Rollover - Reports
- Automated SCA Year End Rollover - Tips
- Investments and Manual SCA Year End Rollover
- SCA Prep-Close Out of the Change Fund (Cashbox) and Year End Rollover
- SCNYrEndProcedures
- Using the Year-End Rollover Data Verification Sheet
- Year End Checklist # 1 - Unposted Checks, Deposits, Transfers or Journal Entries
- Year End Checklist # 1 Indicates a Non-existent Un-posted Deposit
- Year End Checklist # 2a & 2b - Outstanding Category Current Balance - Fix
- Year End Checklist # 7 is Showing as Outstanding
- Year End Checklist # 9 is Bank Account is NOT Reconciled to End of Fiscal Year
- Year End Checklist #12 - Year End Report balance(s) do not match
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Reconcile your Bank Account and Void Checks
- Add a Direct Deposit
- An Instruction Guide - Reconciliation
- How to Correct a Deposit Error on Your Bank Statement
- Re-entry of Stale Dated Check Cleared by Bank
- Service Charge Added Incorrectly as a Debit Memo
- Sign Off Difference on Report 11M or 11K, What to Do?
- Split a Reconciled Transaction Between Categories
- Transaction Number Field Maximum Entry in Reconciliation Error
- Void a Check by a Standard User
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Search and Manage Ledger Entries with Ledger Inquire
- An Instruction Guide - Ledger Inquire
- Attached Files Download - Ledger Inquire
- Error - Adding a New Record
- Incorrect Transaction Type Selected Adding Ledger Record - Modification Required from Journal Entry
- Ledger Inquire - One Pager PDF
- New Atrieve Transaction Status page
- Records are Not Loading in the Ledger Inquire
- Resend or mark a deposit to Atrieve as sent
- Search by Previous Year Transactions
- Search Transaction History
- Transaction Number Field Maximum Entry in Ledger Error
- Track and Manage Expenses (Purchase Orders, Cashbox and more)
- Work with Your Chart of Accounts (COA)
-
Manage Schools at a District-Level
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- Manually Add District Users in Both SchoolCash Accounting & SchoolFunds Onine
- Customized Transaction Report 11 - School Level
- Legacy - How to Use User Maintenance - Add users in user maintenance (Aug 2013)
- Legacy - Add New School and Bank Account
- Legacy - Add New School & Bank Account to User in SchoolCash
- Export a list of users
- SchoolCash District Reports
- Import new users in batch
- Edit user details in batch
- View user details history