SchoolFunds Online Support Portal

Order Supply Information 3

• Ordering SchoolCash Supplies - SchoolCash Accounting Users
• Ordering SchoolCash Supplies - SchoolFunds Online Users
• How to Order Supplies

Add, View and Manage Users 11

• Add a User - User Management Instruction Guide
• Edit a Role Name
• Edit a user
• Edit user details in batch
• Export a list of users

View all 11

Manage Your Account and Setup Requirements 2

• Edit user school and bank account assignments in batch
• Time Out Limit

Manage Teacher Access and Roles 3

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

Run Reports on Shared Items and Enable Notifications 3

• How to Use the Teacher Reporting Feature
• How to Use the Teacher Email Notifications Feature
• Filtering Capabilities and Custom Forms Report 2020.8.19

Create Items and Collect Money from Students 4

• Teacher QuickStart - Catalog & Collections - Full Guide
• Teacher QuickStart Express - Item Catalog Guide
• SchoolCash Express Training Guide
• SchoolCash Access User Guide (SCA) Teacher

Purchase Items with Forms Attached 1

• Item Paid in Register - How to Complete Form

Report on Forms Purchases and Submissions 1

• SchoolCash Forms+ Report Enhancement

Record Individual Payments 25

• 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

View all 25

Record Grouped Payments using Group Collection 7

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

View all 7

Review Payments and Student Item History 2

• How To Use Item History in Register
• QR Codes on Receipts

Print and Analyze Register Reports 3

• How To Produce Statements by a Group
• How To Use Register Reports
• Reprint a Receipt for an Online Payment

Issue Refunds for In-Person and Online Payments 5

• (video) How to Refund Cash or Check Payments
• (video) How to refund online payments using the SchoolCash Catalog
• Refund Payments made by Cash or Check Recorded in the Register
• Refund Public Items Purchased Using SchoolCash Register
• View Refund Comment

Close Out the Register 6

• (Video) - How to Close Out the SchoolCash Register
• Add Additional Item Not Included in Receipt
• Detailed Cash Screen
• How to Close Out SchoolCash Register Drawer
• How to Close Out Waived Fees in SchoolCash Register

View all 6

Troubleshoot in the Register (Modifications, Corrections and more) 17

• 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

View all 17

Track and Action Chargebacks and Disputes 2

• Managing Chargebacks for Transactions
• Managing Chargebacks From Within SchoolCash Suite

Navigate through the External Merchant Dashboard 16

• 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

View all 16

Upcoming Deployment 1

• IN THE WORKS

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

View all 30

Understand Email Notifications 7

• 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

View all 7

Explore Online Payment Experience 18

• 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)

View all 18

Explore Online Donations Experience 2

• Parent Donated in Error
• Collecting Donations for the Annual Terry Fox Run

Explore Meal Plan Experience 3

• Add Funds and View Purchase History
• Meal Plan Notifications and Auto-Replenish
• Meal Plan Reporting

Understand and Increase SchoolCash Online Adoption in Schools 11

• 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

View all 11

Troubleshoot SchoolCash Online 7

• 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

View all 7

Troubleshooting POS Issues 13

• "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

View all 13

Collect and Review Payments using POS Device 5

• Collecting Payments Using SchoolCash POS
• Making Items Available for Purchase On SchoolCash POS Devices
• SchoolCash Register Credit Card Purchases with POS
• Purchasing Items With Options and Choices in SchoolCash POS
• POS Redeem Receipts and Functionality in SchoolCash POS

Issue Refunds from POS Purchases 1

• Processing Refunds Using SchoolCash POS

Run Reports on POS Purchases 1

• Using SchoolCash POS Reporting

Setup and Manage the Devices at the District-Level 4

• Welcome to Using SchoolCash POS
• Point of Sale Management Using SchoolCash POS
• Set Your POS SIM to a Single Carrier
• Install a SIM Card on a SchoolCash POS Device

POS Support Landing Page 1

• POS Support - Choose Your Platform

Issue and Manage Checks 22

• Checks: Fast Flow!
• 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

View all 22

Issue and Manage Receipts 17

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

View all 17

Create and Manage Journal Entries (JE's) 35

• Bank Interest JE Using Multiple Accounts
• Journal Entries - SFO
• How to Post a Bank Interest/Other Credits Journal Ent
• Bank Charge JE Using Multiple Accounts
• How to Create a Bank Charge/Other Debits Journal Entry

View all 35

Issue and Manage Purchase Orders (PO's) 19

• PO: FAST FLOW!
• 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
• How to Edit an Unposted Purchase Order

View all 19

Generate SFO's Register Reports 10

• Void Check Register
• Check Register
• Void Receipt Register
• Receipt Register
• Journal Entry Register

View all 10

Generate and Analyze Accounting Reports 31

• Vendor History Report
• Vendor Listing Report
• One Time Vendor Report
• 1099 Report - Individual School
• Generating and Managing 1099 Reports in SFO

View all 31

Reconcile your Bank Account 11

• Reprinting a Bank Reconciliation Report
• Bank Reconciliation Process
• Bank Reconciliation - Step 1 Additional Information
• Bank Reconciliation - Step 2 Additional Information
• Bank Reconciliation - Step 3 Additional Information

View all 11

Prepare for Year End in SchoolFunds Online 2

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

Explore Admin Functions for District Administrators Only 48

• How to Close an SFO-Only Account
• Consolidated Reporting
• WV State Financial Report
• Consolidated Search
• Audit

View all 48

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

View all 16

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

View all 11

Back to School Preparation 6

• Highlights for Start of School
• Principal's Back-To-School Resources & Tips Kit
• Teachers Back-To-School Resources & Tips Kit
• CFO/Treasurers Back-To-School Resources & Tips Kit
• School Users Back-To-School Resources & Tips Kit

View all 6

Fall Term/Semester One Tips and Resources 3

• Templates & Fee Articles - Fall
• Highlights for Fall
• Using SchoolCash Online to Help You Get Ready for The Next Semester

Winter Term/Semester Two Tips & Resources 2

• Templates & Fee Articles - Winter
• Highlights for the Winter Season

Spring Term Tips and Resources 2

• Templates & Fee Articles - Spring
• Highlights for Spring

End of School Year Wrap Up 2

• Highlights for End of School
• View and Pay For Outstanding Required Fees From Inactive Students

Create and Manage Items 38

• 1 Templates for All Year
• (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

View all 38

Attach and Manage Students or Staff to Items 17

• (video) How to Attach Students to an Item
• (videos) Outstanding Fees and How to Discover and Change from Required
• Attach Staff to Items, using Grade Attachment of Staff
• Attach Students to an Item
• Attaching Items to New Registered Student

View all 17

Build and Manage Student Groups 6

• (video) How to Attach a Group
• (video) How to Attach an Item to a Group
• (video) How to Import a Group
• Create a Group in Group Management
• Delete a Group Import

View all 6

Configure Unlisted and Public Items 10

• 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

View all 10

Process Refunds for Online Payments 18

• 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

View all 18

Generate and Analyze Catalog Reports 27

• (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

View all 27

Work with 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

Troubleshoot Catalog Issues 15

• 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

View all 15

Prepare for Your School Catalog Rollover 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

Redeem Payment Receipts 2

• How to Validate and Redeem Receipts
• Track Redeemed Items Using Receipt Redeemer

Get Started with SFO Accounting 1

• Get Started with SFO Accounting

Where do I begin? 1

• KEV University (KEV U)