SchoolFunds Online Support Portal

Create and Manage Items 37

• . Templates for All Year
• . Template User Guide
• . Item Creation Tips
• (video) How To Create an Item
• Activity or Event Template (for staff)

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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

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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

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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

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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 Process Refunds for Online Payments
• How to Refund - KEV Connect Presentation
• How to Refund - myWallet Payment Method

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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

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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

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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