Overview

This online guide is Step 2 of 5 for preparing and working with multiple-year SchoolCash Catalogs in SchoolCash Accounting. In this step, you work with two catalog years, create next-year items, and copy items from one year to another.


Before you begin


  • The current school year is the default until the SchoolCash Catalog rollover has been completed.
  • If your catalog school year has not rolled at the time of copying an item, attachment options are limited.


Steps

Review item creation in the next school year

  1. Open SchoolCash Catalog.
  2. Review the School Year drop-down and select the next school year, which is the year you want to work in.
  3. Build items for the next school year as needed. The current school year remains the default, but the school user can select the next school year to build items.
  4. If needed, copy items from the current school year to the new school year catalog, but review and complete all revisions before using the copied item.

Copy an item from one year to another

  1. From SchoolCash Catalog > List of Items, choose Status All.
  2. Select the School Year of the item to be copied.
  3. Choose the item name.
  4. Select Copy.
  5. Review and revise the copied item where applicable, including Item Name, Start Date, End Date, Due Date, Description, Base Item Cost, Option/Choice Information, and Costs.
  6. Select a save option, such as Save and Attach or Save and Copy.

Outcome

You can now create next-year items and copy items from one school year to another in a multiple-year SchoolCash Catalog. Continue to Working with Attachments and Pre-Registration Files - Step 3 of 5 to review attachment rules for next-year items and pre-registration requirements.

Troubleshooting

  • The wrong catalog year is selected - Review the School Year drop-down before building or copying items.
  • A copied item is not ready to use - Review and update all copied fields before saving and attaching the item.

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