Overview

The School Year-End Transition To-Do List is an interactive planning tool in the Client Success Portal that helps you organize and track Year End and Back-to-School tasks along a guided timeline. It is designed to help you prepare in the spring and summer for a successful fall, both on Accounting and Catalog rollover.


This checklist brings together supporting Knowledge Base content and planning resources specific to your SchoolCash platform to help you stay organized during the school Year End transition.


Open the School Year Transition To-Do List


Video walkthrough


Additional resources

Many of the resources linked throughout the checklist are also included below to help support a smooth Year End rollover and Back-to-School transition, both on Accounting and Catalog rollover .


SchoolCash Accounting

SchoolFunds Online