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


SchoolCash Office Hours

To complement the information on this page, we are also introducing SchoolCash Office Hours — live, interactive sessions that offer support during key planning periods. Open to users of all experience levels, Office Hours provide an opportunity to ask questions, receive real-time guidance, and leave with clear next steps. Here is a list of future Office Hours and Registration/Recording Links.


  • Open Next Year’s SchoolCash Catalog Early
    • Who should attend: District staff using SchoolCash Accounting or SchoolFunds Online
    • When: Tuesday, April 28, 2026, at 12 PM EDT
    • Register here


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