QUESTION:

What is the process to complete a group collection?


To view the video library under these headings, follow these links:

Using the SchoolCash Register including How to create a Group Collection (Part 1) and (Part 2)

(Duration: 5:35 & 6:58 respectively)



PROCESS:

  1. Click on the Group Collection tab
    Note: All existing Group Collections will need to be closed prior to rolling the SchoolCash Catalog for the next year.
  2. Choose the open collection campaign
  3. Click the Select button
  4. Complete the itemization process
  5. Click the Complete button (not Deposit or Print)
  6. If there are no payments, the Group Collection Campaign must still be closed by selecting Complete.
        Note: Once the completion button is selected, the current Group Collection Campaign will be closed.
  7. A pop up screen will appear confirming completion of the Group Collection.
       Note: Once the completion option is selected, the current Group collection Campaign will no longer be available for itemization.


A closed Group Collection Campaign can always be reviewed prior to SchoolCash Catalog rollover, by selecting the checkbox beside completed collections.


Related Article:

Year End Preparation - Group Collections and Close Out


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3 steps to create an item 

Creating & Attaching Items

Creating Specific Item Types (how to use the template)

Group Management

So much to know about the SchoolCash Register

District Catalog Year-End Rollover

Year End - SchoolCash Register - Complete All Group Collections

How to Create an Item