This article explains how to use the Item Order Report and Merchant Reconciliation Export Report in SchoolCash Catalog to track and analyze transactions processed through SchoolCash POS devices. It outlines how these reports reflect all POS transactions, including those completed directly on the device.

Reporting

Item Order Report

The Item Order Report in the SchoolCash Catalog can be used to view all SchoolCash POS transactions.

Payments that are made only using a POS device:

  • The Recipient Name appears as Point of Sale and Purchaser Name appears as Device, Point of Sale, as these purchases are not linked to any students.
  • Payment method is listed as CreditCard under Payments.

Payments that are made using SchoolCash Register to initiate payment on the POS device:

  • Student details appear under Student Name and related fields.
  • Payment method is listed as CreditCard under Payments.

Note

Payment methods can also be viewed in the following SchoolCash Catalog reports:

  1. Item Attachment Report
  2. Batch Report

For SchoolCash Online (SCO) payments, the payment method appears as CreditCard (Online).

Merchant Reconciliation Export Report

District users can view a consolidated report for all POS purchases across all schools, by using the Merchant Reconciliation Export Report and filtering for POS purchases.

Note

District Users can access this report only if they have the Merchant Reconciliation Tool feature enabled.

  1. Go to the District tab in SchoolCash Catalog and click Merchant Reconciliation in the dropdown menu.

  2. Enter the date range and click Export. This generates a CSV file.

  3. In the exported report, refer to the ReceiptNumber column to identify purchases made via POS, SchoolCash Register (SCR), or SchoolCash Online (SCO).
    • Receipt numbers for POS purchases start with POS (e.g. POS212999).
    • Receipt numbers for SCR purchases start with SCR (e.g. SCR-604-25-213).
    • Receipt numbers for SCO purchases start with SCO (e.g. SCO93590231).
  1. Apply a filter to view POS purchases specifically, if needed.