Overview

The Item Order Report exported CSV file includes additional Refund Reason and Comments columns. This makes it easier for bookkeepers to see and track why a refund was made and why payment actions, such as waive or void, were made in SchoolCash Register.


Before you begin


  • This only applies to the Item Order Report exported CSV file.
  • The additional columns are included when the report is exported from the generated report window at the bottom of the page and when the report is exported using Export > Download.CSV.


Details

When the Item Order Report is exported as a CSV file, the Refund Reason and Comments columns appear at the end of the report.


Refund Reason column

The Refund Reason column value is the refund reason entered when the refund was recorded in SchoolCash Catalog or SchoolCash Register.


Comments column

The Comments column value is the comment entered when the payment action was recorded in SchoolCash Register.


Outcome

After exporting the Item Order Report as a CSV file, you can review the Refund Reason and Comments columns at the end of the report to better understand refund activity and payment actions.


Troubleshooting

  • You do not see the Refund Reason and Comments columns - Make sure you exported the Item Order Report as a CSV file, not another report or export format.
  • You do not see a value in the Refund Reason column - Check whether a refund reason was entered when the refund was recorded in SchoolCash Catalog or SchoolCash Register.
  • You do not see a value in the Comments column - Check whether comments were entered when the payment action was recorded in SchoolCash Register.