SchoolFunds Online Support Portal
English
English
French
Spanish
Welcome
Login
Home
Solutions
How can we help you today?
Enter your search term here...
Search
Knowledge base
SFO POS
POS Knowledge Base Articles (SFO)
16
Collecting Payments Using SchoolCash POS
How to Install a SIM Card on a SchoolCash POS Device
How to Lock Your POS SIM to a Single Carrier
How to Set Up Variable Cost Items in SchoolCash POS
Making Items Available for Purchase On SchoolCash POS Devices
See all 16 articles
POS Troubleshooting
11
"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 Register" Error Message Appears When Connecting SchoolCash POS
"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
See all 11 articles
Merchant Dashboard (SFO)
Merchant Dashboard User
11
Adding a New User in Merchant Dashboard
Changing Your Password in Merchant Dashboard
How to Log Off from Merchant Dashboard
How to Find Your Merchant ID Number in Merchant Dashboard
Using Data Filtering in Merchant Dashboard
See all 11 articles
Landing Page (SFO)
1
SchoolFunds Online Merchant Dashboard Support
USER GUIDES - SchoolFunds Online
SchoolCash Access User Guide
2
SchoolCash Access User Guide (SFO)
SchoolCash Access Administrator Guide (SFO)
General Info - SFO
How to Order SFO Supplies
2
How to Order Supplies
SchoolFunds Online - Time Out Default
SFO Manuals
2
SFO Manuals
SchoolFunds Online (SFO) for New to Role & Experienced Users
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
Clear Browser History
1
How To: Clear Browser History
Data Files - SFO
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
4
Account Setup
Adding/Editing Accounts
Search for An Account
Admin: District-Wide Account Setup
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 - SFO
Checks: Fast Flow!
1
Checks: Fast Flow!
Checks: Creating New Checks
8
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 8 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
1
Refund and Reimbursement Checks in SchoolFunds Online
Checks: Document Attachment for Checks
1
Document Attachment for Checks
P-Cards: Purchasing and Using Purchasing Cards
1
How to Set Up and Use Purchasing Cards (P-Cards) in SchoolFunds Online
Receipts - SFO
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
Journal Entries - SFO
JE: Bank Interest/Other Credits
3
How to Post a Bank Interest/Other Credits Journal Ent
Bank Interest JE Using Multiple Accounts
Journal Entries - SFO
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
Purchase Orders - SFO
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
4
PO Approval: School Administrator User Instructions
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
Sponsor Portal - SFO
SP: Basic
2
Sponsor Portal: BASIC - Bookkeeper Instructions
Sponsor Portal: BASIC - Sponsor Instructions
SP: Sponsor Portal with PO (Level1)
2
Sponsor Portal: Level 1 Bookkeeper Instructions (with PO)
Sponsor Portal: Level 1 Sponsor Instructions (with PO)
SP: Sponsor Portal with PO Approval (Level2)
3
Sponsor Portal: Level 2 Bookkeeper Instructions
Sponsor Portal: Level 2 Sponsor Instructions
Sponsor Portal: Level 2 School Admin Instructions
School Store - SFO
Receipts
1
How to Record an SFO Receipt to the Cash Register
NSF
1
Recording NSF Transactions for Catalog Items in SFO
Refunds
1
Comprehensive Guide to Handling Refunds in SCR
Registers - SFO
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
Reports - School Level - SFO
Vendor Reports
5
Vendor History Report
Vendor Listing Report
One Time Vendor Report
1099 Report - Individual School
Generating and Managing 1099 Reports in SFO
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
Year End - SFO
School Level Year End Instructions
2
Year End Rollover - Step by Step Instructions for School Users
Year End Rollover - Purchase Order Instructions
Bank Recon - SFO
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
Admin - for District Administrators only
Admin: District
19
Description of Admin Menu
District Information Screen
Setting User Permissions for Vendors
Setting User Permissions for Accounts
Setting User Permissions for Checks
See all 19 articles
Activation
0
Working Drafts
0
POS Support Landing Page (poshelp.kevgroup.com)
POS Support Landing Page
2
POS Support - Choose Your Platform
How to Manage and Prevent Expired POS Transactions
INTERNAL - Tech Writing Drafts (SFO)
Fall 2024 Release Drafts
0
Catalog
Clover Device
1
Contact Clover Device Support
Create Items
37
. Template User Guide
(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
See all 37 articles
Attach Items
19
(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 19 articles
Group Management & Group Import
8
(video) How to attach an item to a group
(video) How to Import a Group
Delete a Group Import
Error-Group Import
Group Import Requirements
See all 8 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
Troubleshoot & Solutions
25
Active Items from Previous School Years
Auto Cost Recovery
Auto Cost Recovery Process
Cost Recovery - Manual
District Catalog Requirements
See all 25 articles
Public_Unlisted
13
Addition of Link on School's Web Page to Public Items
Creating QR Codes for Public/Unlisted Items
Error for an 'Unlisted' item link
How To Create an Unlisted Item for Staff Purchase
How To Create an Unlisted Public Item
See all 13 articles
Refunds
19
An Overview of How to Refund-Online Payments & Register Payments
Attachment Disappears for Item with Partial Refund
How to Process Refunds for Online Payments
How to Refund - KEV Connect Presentation
How to Refund - myWallet Payment Method
See all 19 articles
Reports
26
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
See all 26 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 - How it works
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 - Manage Attachments
Year End - SchoolCash Register - Close Out
Year End - SchoolCash Register - Complete All Group Collections
Year End Rollover SchoolCash Catalog
3
Automatic SchoolCash Catalog Rollover
Successful SchoolCash Catalog Year End Rollover - Summary
Year End SchoolCash Catalog Rollover Banners
SchoolCash Online
Items
2
Creating an Item with a Permission Form
Expiry Time on End Date
Notifications
4
Do Parents Still Receive Rejection Emails If They Opt Out of Notifications?
Email Notifications for New Fees in SchoolCash Online
How to Re-Enable Email Notifications in SchoolCash Online
How-To Translate SchoolCash Online Email Notifications
Other (SCO)
5
An Instruction Guide - Chart of Accounts
District Level - SchoolCash District Reports
Does the Student Tab Disappear When They Leave the School?
Manually Add District Users in SchoolCash Accounting & SFO
Using SchoolCash Online to Help You Get Ready for The Next Semester
Payment, Purchasing
19
Change Credit Card Info for Scheduled Payments or Refunds
Check Out Item Limit
Credit Card Payments in SchoolCash Online
Credit Card Payments in SchoolCash Online (SFO)
Digital Wallet Payments in SchoolCash Online
See all 19 articles
Receipts
3
Online Receipt
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
2
Parent Donated in Error
Collecting Donations for the Annual Terry Fox Run
Meal Plan Integrations
3
How to Add Funds and View Purchase History
Meal Plan Notifications and Auto-Replenish
Meal Plan Reporting
SchoolCash Online Integrations Landing Page
1
Payment Integrations Home
Winter 2024 Drafts
0
KBA Archive
14
Re-Assigning POS Devices to a Different School
Adding and Assigning a New Device to Point of Sale in SFO
Re-Assigning POS Devices to a Different School
RESOLVED - September 10th, 2019 - Performance Issue
RESOLVED - September 11th 2019 - SIS Upload Delay
See all 14 articles
Release Notes & New Features
Features - New/Enhancement
30
Winter 2025 Product Release (SCA)
Winter 2025 Product Release (SFO)
SchoolCash Accounting (SCA) - Fall 2024 Product Release
SchoolFunds Online (SFO) - Fall 2024 Product Release
Winter 2024 Product Release
See all 30 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
27
2025.6.1.236 Release - June 2025
2025.6.1.155 Release - May 2025
2025.6.1.86 Release - April 2025
2025.6.1.10 Release - February 2025
2024.6.1.337 Release - December 2024
See all 27 articles
Merchant Reconciliation & Chargebacks
Chargebacks
1
Managing Chargebacks From Within SchoolCash Suite
Merchant Dashboard User
16
Understanding Financial Terms in Merchant Dashboard
Accessing and Updating Your Account Settings in Merchant Dashboard
Adding a New User in Merchant Dashboard
Changing Your Password in Merchant Dashboard
How to Log Off from Merchant Dashboard
See all 16 articles
Register
Individual Payments
29
(video) How to waive a portion of a fee
4 Reasons to Use the SchoolCash Register
Add a New SchoolCash Register Cash Drawer
Check Amount is Higher than the Item Cost
Check Payment for Multiple Items and Family Members
See all 29 articles
Group Collection Payments
6
(video) How to Create a Group Collection
(video) How to record payments against a Group Collection (Part 2)
Group Collection
How to Complete a Group Collection
How to Create a Group Collection
See all 6 articles
Item History
1
How To Use Item History in Register
Modification
1
Register Modification
Print Reports
4
How To Produce Statements by a Group
How To Use Register Reports
Reprint a Receipt for an Online Payment
Reprinted Receipt is Blank
Refunds
7
(video) How to Refund Cash or Check Payments
(video) How to refund online payments using the SchoolCash Register
Error - Refunded by Cash in Register Instead of Online through SchoolCash Catalog
Refund Correction - Issued Incorrectly or by Error
Refund Payments made by Cash or Check Recorded in the Register
See all 7 articles
Register Close Out
8
Add Additional Item Not Included in Receipt
Detailed Cash Screen
How to Close an SFO-Only Account
How to Close Out SchoolCash Register Drawer
How to Close Out the SchoolCash Register - Video
See all 8 articles
Troubleshoot & Solutions
6
Entered Payments in Register, then Deposited in Deposit Module
Error - How to Fix a Full Payment, Should be Partial Payment
Error Occurred when Adding Additional Items
How to Handle Incorrect Payment Amount in Checkout
Paid for Wrong Items - Make a Correction
See all 6 articles
Forms
SchoolCash Forms Plus
8
SchoolCash Forms+ Clients - Adding Conditional Logic to Forms
How to Add Calculations and Pricing on Forms
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 8 articles
SchoolCash Forms Tips
3
SchoolCash Forms+ Clients - Using Forms+ for fee waivers, discount codes & price caps
How to Archive a SchoolCash Form
How to Archive a SchoolCash Form
Teacher's Access
User guides
6
Teacher QuickStart - Full Guide
Teacher QuickStart - Item Catalog Guide
SchoolCash Express Training Guide
Filtering Capabilities and Custom Forms Report 2020.8.19
SchoolCash Access User Guide (SCA) Teacher
See all 6 articles
Teacher Email Notifications
1
How to use the Teacher Email Notifications feature
Teacher Reporting
1
How to use the Teacher Reporting feature
Video Library (SFO)
Check out our Video Library!
0
Quick Tips for All
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
Help Desk Software
by Freshdesk
