Create or edit Items

. Template User Guide
Important: It is strongly recommended that you verify with your districts as to the district-specific procedures and policies required for your district. ...
Tue, 18 Jul, 2023 at 10:23 AM
(video) How To Create an Item
Click on one of the following 6-minute Create An Item videos for a refresher on item creation. Select https://www.kevclientsuccess.com/videos/ Sele...
Wed, 15 Mar, 2023 at 11:53 AM
Activity or Event Template (for staff)
QUESTION: Does a form exist for your  teachers, coaches, sponsors to complete? RESPONSE: See attached Event Form Template.  The 10 fields required...
Tue, 5 Sep, 2023 at 1:53 PM
Add Sales Tax to Items
Introduction This guide provides instructions on how to add and manage sales tax in SchoolCash Catalog. With the release of this feature, bookkeepers can n...
Wed, 25 Sep, 2024 at 10:58 AM
Adding Sales Tax to Items in SchoolCash Catalog
This article covers how bookkeepers can add sales tax to items in the SchoolCash Catalog. With this new feature, users can efficiently manage sales tax by e...
Fri, 14 Mar, 2025 at 9:28 AM
Assign Revenue in Item Financials Across Multiple Accounts (No options)
This article provides detailed steps on assigning or splitting revenue (with no options) across multiple accounts or categories within SchoolCash Online. It...
Fri, 9 May, 2025 at 12:29 PM
Copy an Item Across Multiple Schools
Introduction This article explains how to copy an item across multiple schools for both SchoolCash Accounting (SCA) and SchoolFunds Online (SFO) platforms....
Thu, 8 May, 2025 at 3:07 PM
Editing Effective Cut-Off Dates in SchoolCash Online
After reading this article, you will understand whether you can edit an Effective Cut-off Date in SchoolCash Online and learn an alternative option for mana...
Fri, 9 May, 2025 at 12:11 PM
Email Notifications and Due Dates in SchoolCash Online
This article explains how email notifications work in relation to the Due Date entered during item creation in SchoolCash Online. Many users wonder if paren...
Fri, 9 May, 2025 at 12:46 PM
Fix Errors Caused by Invalid Characters in SchoolCash Online
This article explains how to resolve the error encountered when creating a permission form in SchoolCash Online, especially when copying and pasting text in...
Fri, 9 May, 2025 at 12:33 PM