SchoolFunds Online Support Portal

How to Order SFO Supplies 1

• How to Order Supplies

Clear Browser History 1

• How To: Clear Browser History

Creating Bookmark for SFO 1

• Creating Bookmark for SFO (Google Chrome, Internet Explorer or Safari)

Google Chrome Autofill - Instructions to turn off 1

• How To: Turn off Autofill - Google Chrome

Homescreen: Memo Notebook 1

• Homescreen: Memo Notebook for Users

User: My Profile Screen 3

• User Profile Screen
• How to Change Your Password for School Users
• How to Change Your Password for School Administrators

SFO Manuals 1

• SFO Manuals

Features - New/Enhancement 24

• Fall 2023 Release
• Student Information System(SIS) Data Upload Using OneRoster Standard
• How to Add a Variable Price to a Form
• SchoolCash Online - Online Partial Payments – May Release
• V.2023 SchoolCash Accounting - April 2023 Release

See all 24 articles

SCHOOL STORE Release Notes 90

• V.2023.5.2.16 on 06/21/2023
• V.2023.5.2.16 on 05/18/2023
• V.2023.3.4.13 on 04/20/2023
• V.2023.3.4.3 on 01/26/2023
• V.2022.4.2.13 on 11/30/2022

See all 90 articles

SchoolCash Accounting Release Notes 59

• V.2023.3.4.3 on 01/26/2023
• V.2022.3.4.48 on 11/4/2022
• V.2022.3.4.42 on 10/05/2022
• V.2022.3.4.36 on 8/11/2022
• V.2022.3.4.20 on 6/15/2022

See all 59 articles

SchoolFunds Online Accounting Release Notes 18

• 2024.6.1.36 Release - March 2024
• 2023.6.1.421 Release - December 2023
• 2023.6.1.382 Release - October 2023
• 2023.6.1.296 Release - July 12-August 3, 2023
• 2023.6.1.241 Release - June 6-15, 2023

See all 18 articles

Vendors 4

• New Vendor Setup
• Vendor Screen Field Definitions
• How to Edit Vendor Information
• How to Search for a Vendor in the Vendor File

Signature Profiles 1

• Can the Signature Lines be Customized on Reports?

Accounts 3

• Account Setup
• Adding/Editing Accounts
• Search for An Account

Receiptees 2

• How to Setup a New Receiptee
• How to Edit a Receiptee's Information

Notifications 0

Event Codes 2

• Create a New Event Code
• Edit an Existing Event Code

Checks: Fast Flow! 1

• Checks: Fast Flow!

Checks: Creating New Checks 7

• Create a New Check Using an Encumbered PO
• New Check with an Encumbered PO Field Explanations
• Create a New Check (Without an Encumbered PO)
• New Check (Without an Encumbered PO) Screen Field Explanations
• Create a New Manual Check (not to be printed)

See all 7 articles

Checks: Edit / Delete An Unposted Check 2

• Edit an Unposted Check Before Printing and Posting
• Delete an Unposted Check

Checks: Printing and Posting Checks 4

• How to Print Checks
• Printing a Check with a Continuation Stub
• Posting Manual Checks
• Printer Alignment

Checks: Review Checks 1

• Review Checks

Checks: Void Checks 2

• How to Account For a Damaged / Voided (unusable) Check Form
• How to Void a Check

Checks: Reimbursement/Refund Check 0

Checks: Document Attachment for Checks 1

• Document Attachment for Checks

Receipts: Fast Flow! 1

• Receipts: Fast Flow!

Receipts: Create New Receipts 4

• Create a New Receipt to be Printed
• SFO - Entering Receipts: New
• Creating New Manual Receipts (receipt won't be printed)
• New Receipt - Detailed Field Explanations

Receipts: Editing/Deleting Unposted Receipts 2

• Edit an Unposted Receipt Before Printing and Posting
• Delete an Unposted Receipt

Receipt: Printing and Posting Receipts 2

• Printing Receipts
• Printing a Receipt with a Continuation Stub

Receipts: Post Deposit 4

• How to Post a Deposit
• How to Use the Automated Deposit Ticket Process
• Manual Deposit Ticket
• How to get a replacement for the Deposit Analysis report

Document Attachment to Deposits 1

• Attaching a Document to a Deposit

Receipts: Review Receipts 1

• How to Review Posted Receipts

Receipts: Void Receipts 2

• How to Void a Receipt
• How to Account for a Damaged (unused) Receipt Form

JE: Bank Interest/Other Credits 2

• How to Post a Bank Interest/Other Credits Journal Ent
• Bank Interest JE Using Multiple Accounts

JE: Bank Charge/Other Debits 2

• How to Create a Bank Charge/Other Debits Journal Entry
• Bank Charge JE Using Multiple Accounts

JE: Returned Check (NSF JE) 5

• How to Create a Returned Check Debit Journal Entry
• How to Create a Returned Check Letter
• How to Post a Returned Check Repayment
• Get a List of Returned Checks Not Repaid
• Remove an Item From the Returned Checks Not Repaid List

JE: Transfers 4

• How to Transfer Funds from a Single Account to a Single Account
• How to Transfer Funds from Multiple Accounts to a Single Account
• How to Transfer Funds From A Single Account to Multiple Accounts
• How to Transfer Funds Between Asset Accounts

JE: Edits 14

• How to Change the Account Number on a Posted Check
• How to Correct a Check Posted for a Wrong Amount
• How to Reverse (Void) a Check to Wrong Account JE
• How to Reverse (Void) a Check for Wrong Amount JE
• How to Correct the Account Number on a Posted Receipt

See all 14 articles

JE: Review JE and Reprint JE 2

• How to Review Posted Journal Entries
• How to Reprint a Journal Entry Proof Sheet

JE: Void JE 1

• How to Void a Journal Entry

JE: Cancel Prior SFO Check 1

• How to Void an Old Outstanding Check

JE: Revenue and Expense 2

• JE: Revenue and Expense
• How to Reverse (Void) a Revenue and Expense JE

PO: Fast Flow! 1

• PO: FAST FLOW!

PO: Enter New Purchase Orders 3

• How to Create a New Purchase Order (to be printed)
• How to Create a Manual Purchase Order (not to be printed)
• Purchase Order Screen Field Definitions

PO: Edit / Delete an Unposted Purchase Order 2

• How to Edit an Unposted Purchase Order
• Delete an Unposted Purchase Order

PO: Printing and Posting Purchase Orders 2

• How to Print Purchase Orders
• Posting Manual Purchase Orders

PO Approval 5

• PO Approval: School Administrator User Instructions
• PO Approval: District Admin Set Up for Purchasing Approval Level
• PO Approval: Email Notifications Set Up Instructions
• PO Approval: Purchasing User Instructions
• PO Approval: School Administrator Set Up Instructions

PO: Review Purchase Orders 1

• Review Purchase Orders

PO: Document Attachment for PO's 2

• Attaching a Document to a Posted Purchase Order
• Attaching a Document to an Unposted Purchase Order

PO: Reprint Purchase Orders 1

• Reprint a Purchase Order

PO: Void Purchase Order 1

• Void a Purchase Order

PO: Liquidating Purchase Orders 1

• How to Liquidate Purchase Orders

Register: Check 2

• Check Register
• Void Check Register

Register: Receipt 2

• Receipt Register
• Void Receipt Register

Register: Journal Entry 1

• Journal Entry Register

Register: Purchase Order 2

• Purchase Order Register
• Void Purchase Order Register

Registers: Payment Voucher 1

• How to Print a Payment Voucher

Register: Deposit Summary 2

• Deposit Summary Register
• Reprint a Deposit Ticket Summary

Vendor Reports 4

• Vendor History Report
• Vendor Listing Report
• One Time Vendor Report
• 1099 Report - Individual School

Sales Tax (NC only) 6

• Sales Tax (NC only): Vendor set up
• No Tax Payment Report - Sales Tax (NC Only)
• Sales Tax (NC only): Checks-How to enter sales tax on a new check
• Sales Tax Report - (NC Only)
• Sales Tax Edit Report - Sales Tax (NC only)

See all 6 articles

Receiptee Reports 3

• Receiptee History Report
• Receiptee Listing Report
• One Time Receiptee Report

Purchase Order Reports 2

• Purchase Order History Report
• Open Purchase Order Report

Event Code Reports 6

• Event Code Reports: Event Code Listing
• Profit / Loss Report For an Individual Event Code
• Profit / Loss Report For a Sponsor
• Profit Loss Summary Report For All Event Codes
• Profit Loss Detail Report For All Event Codes

See all 6 articles

Account Reports 9

• Account Reports: Account History
• Account Reports: Chart of Accounts
• Account Reports: Available Funds
• Account Reports: Trial Balance
• Account Reports: Month To Date

See all 9 articles

Bank Reconciliation 11

• Bank Recon Out of Balance? - Suggestions and Help
• Reprinting a Bank Reconciliation Report
• A Voided Check has Cleared on the Bank Statement
• Bank Reconciliation Process
• Bank Reconciliation - Step 1 Additional Information

See all 11 articles

School Level Year End Instructions 2

• Year End Rollover - Step by Step Instructions for School Users
• Year End Rollover - Purchase Order Instructions

Clover Device 1

• Contact Clover Device Support

Create or edit Items 31

• (video) 3 Steps to Create an Item
• (video) How To Create an Item
• Activity or Event Template (for staff)
• Add Sales Tax to items
• Assign, Split Revenue for Multiple Options and Choices

See all 31 articles

Gate Receipting 1

• Gate Receipting - POS Clover Flex Device

Group Management & Group Import 8

• (video) How to attach an item to a group
• (video) How to Create a Group in Group Management
• (video) How to Import a Group
• Delete a Group Import
• Error-Group Import

See all 8 articles

Item Attachments 20

• (video) How to Attach a Group
• (video) How to Attach Students to an Item
• (videos) Outstanding Fees and How to Discover and Change from Required
• Attaching Items to New Registered Student
• Attachment by Course Optional - without Effective Cut Off Date

See all 20 articles

Parent - Email Notifications and NSF notifications 4

• Auto-Subscription - New Ways to Increase Parent Registration
• Email Notifications
• Email Reminder Notifications
• Maximum Number of Students Attached to Parent/Guardian

Other (SCC) 16

• Active Items from Previous School Years
• Auto Cost Recovery
• Auto Cost Recovery Process
• Cost Recovery - Manual
• Create QR Code for an Item

See all 16 articles

Public_Unlisted 13

• (video) Creating QR Codes for Public/Unlisted Items
• Addition of Link on School's Web Page to Public Items
• Difference between Public and Unlisted
• Error for an 'Unlisted' item link
• Fee Link - View Items Window Field Label

See all 13 articles

Refunds 20

• 1. How to Refund Online Payment - Individual Student
• An Overview of How to Refund-Online Payments & Register Payments
• Attachment Disappears for Item with Partial Refund
• Credit Card Refund Rejected - Next Steps
• How to Refund - KEV Connect Presentation

See all 20 articles

Reports 24

• 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
• How to Generate Reports

See all 24 articles

Scheduled Payments 5

• Cancellation of Scheduled Payments
• Revise Credit Card Information for a Scheduled Payment
• Scheduled Payments - Payment Setup Detailed
• Scheduled Payments - Twice a Month Frequency Detailed
• Scheduled Payments Scenario

Year End Preparation for SchoolCash Catalog 5

• Year End - SchoolCash Online Rejected Payments
• Year End - SchoolCash Online Partial Payments
• Year End - Best Practice-Review Required Items, prior to SchoolCash Catalog Rollover
• Year End - SchoolCash Register - Close Out
• Year End - SchoolCash Register - Complete All Group Collections

Year End Rollover SchoolCash Catalog 2

• Automatic SchoolCash Catalog Rollover
• Year End SchoolCash Catalog Rollover Banners

Chargebacks 1

• Managing Chargebacks From Within SchoolCash Suite

Items 2

• Expiry Time on End Date
• Item with Permission Form

Notifications 4

• Email Notifications
• How-To Translate SchoolCash Online Email Notifications
• Parent Opted Out of Email Notifications-will they receive rejection emails
• Parent Opted Out of Receiving Email Notifications - can that be changed?

Other 1

• Student Leaves School Will Parent See the Student tab?

Payment, Purchasing 12

• Check Out Item Limit
• Credit Card Information Change
• Guest Checkout and an Existing SchoolCash Online Account Purchaser
• Guest Checkout Feature
• Guest Checkout, Existing SCO Account & Unlisted Item

See all 12 articles

Receipts 2

• Parent's Online Receipt
• QR Codes on Receipts

Rejected Items & Payments 3

• Notification of Rejected Online Payment
• Online Rejected Payments - Lockdown and Banner
• Scheduled Payment Rejection Emails

Donations 1

• Parent Donated in Error

Check Out & Various Payments 30

• (video) How to waive a portion of a fee
• 4 Reasons to Use the SchoolCash Register
• Add a New SchoolCash Register Cash Drawer
• Add Additional Item to Pay Expired Optional/Mandatory Item
• Check Amount is Higher than the Item Cost

See all 30 articles

Close Out 7

• (video) How to close out the SchoolCash Register
• Add Additional Item Not Included in Receipt
• Detailed Cash Screen
• Float Left Behind in Error
• How to Close Out SchoolCash Register Drawer

See all 7 articles

Errors 1

• Error Occurred when Adding Additional Items

Group Collection 5

• (video) How to Create a Group Collection
• (video) How to record payments against a Group Collection (Part 2)
• How to Complete a Group Collection
• How to Create a Group Collection
• Partial Payments & Group Collection

Receipts Re-Print 2

• Reprint a Receipt for an Online Payment
• Reprinted Receipt is Blank

Refunds 5

• (video) How to Refund Cash or Check Payments
• (video) How to refund online payments using the SchoolCash Register
• Error - Refund by Cash in Register Instead of Online through SchoolCash Catalog
• How to Refund Overview - Cash or Check Register & Online Payments
• Refund Correction - Issued Incorrectly or by Error

User guides 4

• Teacher QuickStart - Full Guide
• Teacher QuickStart - Item Catalog Guide
• SchoolCash Express Training Guide
• Filtering Capabilities and Custom Forms Report 2020.8.19

Teacher Email Notifications 1

• How to use the Teacher Email Notifications feature

Teacher Reporting 1

• How to use the Teacher Reporting feature

School Level Bookkeeper Newsletter 9

• School Funds Management Newsletter - February 2024
• School Funds Management Newsletter - January 2024
• School Funds Management Newsletter - December 2023
• School Funds Management - November 2023
• School Funds Management - October 2023

See all 9 articles

SchoolCash Access User Guide 2

• SchoolCash Access User Guide (SFO)
• SchoolCash Access Administrator Guide (SFO)

SchoolCash Forms Plus 6

• SchoolCash Forms+ Clients - Adding Conditional Logic to f
• SchoolCash Forms+ Clients - How to Add Calculations and Pricing
• SchoolCash Forms+ Clients - How to Add a Variable Price to a Form
• SchoolCash Forms+ Clients - Using Open Amount Feature
• How-To Auto-Populate SchoolCash Forms using Smart Elements

See all 6 articles

SchoolCash Forms Tips 1

• SchoolCash Forms+ Clients - Using Forms+ for fee waivers, discount codes & price caps

POS Help 6

• SchoolCash Online POS Troubleshooting
• "Oops... There was a problem connecting to Wi-Fi" Error message appears when configuring SchoolCash POS Terminal
• "There was a problem connecting to KEV" Error message appears when configuring a SchoolCash POS device
• "There was a problem connecting to a Terminal" Error message appears when connecting SchoolCash POS
• "The transaction could not be processed" Error message appears when using SchoolCash POS Terminal

See all 6 articles

Merchant Dashboard 0

POS Help 2

• POS Support - Choose Your Platform
• SchoolFunds Online POS Troubleshooting