SchoolCash.NET User Guide Introduction

Transcription

1 SchoolCash.NET User Guide Introduction Table of Contents 1 Welcome to SchoolCash.NET Start Using SchoolCash.NET Launch Internet Explorer Managing Internet Speed Issues Caching Trusted Sites: Using Mozilla Firefox: Monitor Resolution Adobe Reader Settings To Edit Adobe Preferences: Set the Web Browser to Open a PDF in the Window; To Access SchoolCash.NET The Basic Icons Hot/Shortcut Keys: Performance Interruptions Keep in Mind SchoolCash.NET Record Display To Use Record Screens: To Manage Record Display: Calendar To Enter a Date Manually: To Use the Calendar: Calendar Assistance: Printing Within SchoolCash.NET To Export a Report: Paper Products: To Exit...23

2 1575 Bishop St N, Suite100 Cambridge ON N1R 7J4 (519) Red Pine Court Duluth, GA (800) About Us: KEV Software has worked with more than 3500 North American schools across 112 districts offering strategies that have been practical, easy to implement and improve internal controls. Through our experience in various roles in Education we recognized a lack of tools and resources for cash management relating to school activity funds. For over 12 years, KEV Software has been creating Student Activity Funds Systems (SAFS). Working first at the school site level, we designed the School Banking solution to streamline the workflow for School Financial Clerks. With advancing technology we recognized the need for a fully web-based solution. In 2004, we began building a new and integrated SAFS product. This led to the evolution of SchoolCash.NET. It takes more than just a great product to assist a school district in achieving the most from the technology they are using. This is why we offer the industry's most flexible range of consulting, training, technical support and customer services to help you get the highest benefit from your partnership with KEV Software. Minimum Requirements for SchoolCash.NET: Component Browser Report Reader RAM Bandwidth Required Network Description Windows OS Internet Explorer 6 or higher / Firefox 1.05 or higher MAC OS Firefox 1.05 or higher Adobe Reader 6.0 or higher 256 MB 100kb /Sec per average user session DSL or Cable broadband network connection with 512 kb/sec Copyright KEV Software Inc. (KEV) All Rights Reserved Edition: This edition applies to Version otherwise indicated in new editions or updates. First Edition: 2004 Revised: August 2007 This document is for information purposes only. KEV Software Inc. (KEV) makes no warranties, expressed or implied. Trademarks: Adobe Acrobat Reader are registered trademarks of Adobe Microsoft and Windows are registered trademarks of Microsoft Corporation Mozilla Firefox is a registered trademark of Mozilla Foundation

3 Logon to SchoolCash.NET 3 1 Welcome to SchoolCash.NET SchoolCash.NET is a program designed to assist schools in managing non-board Commercial Bank Accounts. This includes the tracking of individual activities such as fundraising and student activities, etc.; calculation of collected money for deposit to a commercial bank account; preparation of a Deposit Form for the bank with deposited checks itemized; issuing of receipts to teachers and students (guardians); as well as a check writing feature. SchoolCash.NET will: save time and make the task of tracking debits and credits more efficient manage multiple school categories under one commercial bank account take ONE data entry process and provide multiple benefits print forms and reports easily update school category balances automatically easily reconcile with bank statements track items not cleared at the bank issue and print checks calculate GST/HST Rebate amounts automatically calculate large sums of money for bank deposit in half the time eliminate the need to memorize and look up school category codes eliminate manual record keeping provide proof of deposit to staff responsible for school categories (receipts) eliminate the need for back-up files provide superior technical support SchoolCash.NET is accessed through the internet. Once the user has logged in, the components of the program are accessed through the Main Menu window. These components are used to manage activity and are presented in the order normally accessed in a typical banking cycle. 2 Start Using SchoolCash.NET In order to access a SchoolCash.NET account, the user will first have to log on to the internet. The internet is accessed by using a software program called a web browser. In this case the user will use the web browser Internet Explorer (Mozilla Firefox can also be used, instructions are included.) 2.1 Launch Internet Explorer To Launch Internet Explorer: 1. It is advisable to close any open programs 2. Click on the Start button in the bottom left hand corner of the Windows Taskbar 3. Click on Internet Explorer at the top of the left hand panel of the Start Menu OR 4. Click on the Internet Explorer shortcut icon on the desktop The Internet Explorer window will open. SchoolCash.NET V Updated: 07/07 KEV Software Inc

4 4 Logon To SchoolCash.NET The Internet Internet Explorer is a web browser. It will allow the user to access resources (web sites) on the World Wide Web. SchoolCash.NET is one such web site. All web sites have a unique address. This address is referred to as a URL (Universal Resource Locator). Web site addresses or URLs are typed in lowercase letters, with no spaces. Typing must be accurate. (For example: URLs use colons (:), the forward slash (/), and periods (.), in addition to letters.). Web site addresses are made of 2 parts: A Server Protocol and a Domain Name. NOTE: The schoolcash.net URL does not include Server Protocol Domain Name For security some websites also require a recognized username and password. Entering a username and password, is referred to as Login. Each user of SchoolCash.NET will receive a web site address, unique username and password. Remember the password in SchoolCash.NET is case sensitive. This information should not be shared with any other individual. Passwords may be changed by the user, but must be a minimum of 6 characters in length and must start with a letter. Window Title Bar URL Window Controls Internet Explorer Toolbar SchoolCash.NET Login Figure 1: Internet Explorer To Use the Address Field: 1. Click the insertion point into the Address Field 2. The current web site address will be selected in blue. 3. Type in the new web site address (it is not necessary to delete the selected address first) NOTE: www. Is not part of this address. Figure 2: Address Field 4. Click Go at the right hand end of the address line or press Ron the keyboard Accessing a web site may take several moments. Avoid trying to rush the loading process by clicking Go or pressing R a second time. The progress line at the bottom of the Internet Explorer window will indicate the log on progress. Figure 3: Progress Line KEV Software Inc Updated: 07/07 SchoolCash.NET V

5 Logon to SchoolCash.NET Using Internet Explorer: The Internet Explorer window has its own unique features. Becoming acquainted with these features will assist the user when accessing the SchoolCash.NET website. Some of these basic features include: Controlling the size of the Internet Explorer window Controlling the screen display Use of the Internet Explorer Toolbar Control the size of the Internet Explorer window: 1. Click on the Maximize button in the top right hand corner of the window to insure that the window fills the monitor display area 1. Click on the Minimize button in the top right hand corner This button will minimize the Internet Explorer window. Figure 4: Explorer Toolbars Figure 5: Window Size Controls 2. Click on the Close button in the top right hand corner This button will close Internet Explorer. Control the Internet Explorer Window Display: 1. Press F11 (Function Key at the top of the keyboard) Internet Explorer will display in Full Screen Mode. (The title bar and toolbars will not display.) 2. Press F11 to return to regular window display Mark as Favorite: 1. Launch Internet Explorer 2. Enter the URL for the SchoolCash.NET website in the address line 3. Click Favorites on the Internet Explorer toolbar The Favorites task pane will open down the left hand side of the window. 4. Click Add button in the top left hand corner of the task pane The Favorites dialogue box will open. The SchoolCash.NET will appear in the Address Line. 5. Select the appropriate folder in the bottom of the dialog box Figure 6: Favorites Task Pane 6. Click OK The SchoolCash.NET website address is now marked and saved in the folder. Figure 7: Favorites Dialog Box SchoolCash.NET V Updated: 07/07 KEV Software Inc

6 6 Logon To SchoolCash.NET To Use a Favorite: 1. Launch Internet Explorer 2. Click Favorites on the Internet Explorer toolbar 3. Select the folder 4. Click the SchoolCash.NET address The SchoolCash.NET website log in page will open. Figure 8: Favorites List Desktop Shortcut To Create a Desktop Shortcut to SchoolCash.NET: 1. Select the SchoolCash.NET URL 2. Right click and select Copy from the pop-up 3. Minimize the internet window 4. Right click on the desktop 5. Select New from the pop-up 6. Select Shortcut from the cascade menu The create shortcut dialog box will open Figure 9: Desktop Pop-up 7. Right click in the Type the Location of the Item text box 8. Select Paste The URL will be pasted into the text slot Figure 10: New Cascade Menu 9. Click Next 10. Click in the Type a Name for the Shortcut text slot (SchoolCash.NET, for example) 11. Click Finish A shortcut to SchoolCash.NET will appear on the desktop. Figure 11: Create a Desktop Shortcut Step One Click the shortcut to open the internet browser and launch SchoolCash.NET. Figure 12: Create a Desktop Shortcut Step Two Figure 13: Desktop Shortcut KEV Software Inc Updated: 07/07 SchoolCash.NET V

7 Logon to SchoolCash.NET Managing Internet Speed Issues Avoid clicking a page while it is loading. This can cause errors and sometimes even end the session, forcing the user to log on again. Watch the browser progress bar, at the bottom of the browser window. Do not click on the loading page until the download progress bar disappears, indicating the page has fully loaded. Also, in new versions of SchoolCash.NET the screen will display a small red loading icon in the top right hand corner. Avoid any work until the icon turns off. Figure 14: Progress Line 2.3 Caching Internet Explorer caching setting can also affect speed. To increase speed, try setting the browser caching to redownload a page only if it has changed since the last time it was accessed. To change the caching setting: 1. Click Tools in the Internet toolbar 2. Click Internet Options in the drop-down The Internet options dialog box will open. Figure 15: Tools Drop-Down 3. Click the General tab Figure 16: Internet Options 4. Click Settings in the Temporary Internet Files section The Settings dialog box will open Figure 17:Temporary Internet Files Settings SchoolCash.NET V Updated: 07/07 KEV Software Inc

8 8 Logon To SchoolCash.NET 5. Select the Automatically option in the Check for newer versions of stored pages: section 6. Click OK to close the Settings dialog box 7. Click OK to close the Internet Options dialog box 8. Verify that the Amount of disk space to use: is larger than 300 MB. Drag the slide bar to the right to increase the size (Internet Explorer 6) OR Enter the value (Internet Explorer 7) Figure 18: Settings Figure 19: Amount of Disk Space New Window Browser Setting Internet Explorer opens a new browser window: When a user opens a new web-based product or another internet explorer window and it closes the SchoolCash.NET window, you will need to adjust the following setting. To change the new windows browser setting: 1. Click Tools in the Internet toolbar 2. Click Internet Options in the drop-down The Internet options dialog box will open Figure 20: Tools Drop-down 3. Click Advanced tab 4. Scroll down to the Browsing Setting 5. Verify that Reuse windows for launching shortcuts is disabled (no checkmark) Figure 21: Advanced Options KEV Software Inc Updated: 07/07 SchoolCash.NET V

9 Logon to SchoolCash.NET Trusted Sites: Trusted sites zone: This zone contains sites you trust sites that you believe you can download or run files from without worrying about damage to your computer or data. You can assign internet sites to this zone. The default security level for the Trusted sites zone is Low, therefore, Internet Explorer will allow all cookies from Web sites in this zone to be saved on your computer and read by the Web site that created them. To Register Schoolcash.NET As A Trusted Site: 1. Click Tools in the Internet Explorer menu bar 2. Select Internet Options in the drop-down menu The Internet options dialogue box will open. Figure 22: Explorer Menu Bar 3. Click Security tab 4. Click Trusted Sites icon to select the Trusted Sites zone 5. Click Sites The trusted sites dialogue box will open. 6. If necessary, enter the site URL in the first textbox NOTE: If the URL starts with make sure the check box Require server verification (https for all sites in this zone) is unchecked. Figure 23: Tools Menu 7. Click Add to add the site to the list of trusted sites 8. Click OK to close the Trusted Sites dialog box Figure 24: Internet Options Click OK dialog box to close the Internet Options Figure 25: Trusted Sites Dialog Box Internet Pop-up Blockers: If you have a third-party toolbar loaded (i.e. A Yahoo toolbar) for use in the internet browser, it will be necessary to turn-off pop-up blockers. To Turn Off Pop-Blocker: 1. Click Pop-ups on the third-party toolbar 2. Turn Off (no check mark) Enable Pop-Up Blocker and Play Sound When Pop-Up is Blocked Figure 26: Pop-Up Menu SchoolCash.NET V Updated: 07/07 KEV Software Inc

10 10 Logon To SchoolCash.NET 2.5 Using Mozilla Firefox: To Login to SchoolCash.NET using Mozilla (Firefox): 1. Launch the internet browser (Mozilla Firefox in this example.) 2. In the Address Line enter the SchoolCash.NET URL provided the SchoolCash.NET representative NOTE: Do not type www. as part of this address. 3. Press R NOTE: Depending on the options that are in place, it is possible that that the user will see a dialog box offering to save the password. For the security of the SchoolCash.NET account, this save option should not be used. Figure 27: Firefox Tools Menu 4. Click Never for This Site To turn the dialog box off: a. Click Tools in the Firefox toolbar b. Select Options from the drop-down c. Click Security d. In the Password section de-select (no check mark) Figure 28: Options Dialog Box e. Click OK To Bookmark SchoolCash.NET: Figure 29: Password Dialog Box 1. Select Bookmarks in the Firefox toolbar 2. Select Bookmark this page in the drop-down menu The Add Bookmark dialog box will open 3. Click OK in the Add Bookmark dialog box Figure 30: Bookmarks Menu Figure 31: Bookmarks Dialog Box KEV Software Inc Updated: 07/07 SchoolCash.NET V

11 Logon to SchoolCash.NET 11 3 Monitor Resolution It may be necessary to increase the monitor resolution, in order to see the entire application screen. The suggested resolution is 1024 X 768 or larger. However, 800 X 600 with F11 would be acceptable if the monitor is too small to display larger resolutions legibly. Some graphic portions of the window may be omitted with this resolution. To change the monitor resolution: 1. Minimize the internet window 2. Right click on an empty area of the Windows Desktop 3. Select Properties in the pop-up menu The Display Properties dialog box will open. 4. Click Settings tab 5. In the Screen Resolution section, drag the slider to the right, until the resolution displays 1024 X 768 Figure 32: Desktop Pop-up Menu 6. Click Apply or OK The resolution will change and the user will be prompted to keep the new resolution or revert to the old settings. The monitor display may flicker or go black momentarily. Figure 33: Display Properties Dialog Box 4 Adobe Reader Settings Many of the reports generated throughout SchoolCash.NET use the internet browser s Adobe plug-in. Validating the correct preferences will help ensure the most efficient generation of these reports. Currently there a several versions of Adobe Reader available and each has a unique way to edit its preferences. Please refer to the table below for current instructions. 4.1 To Edit Adobe Preferences: 1. Launch Adobe Reader (either version 6.0 or 7.0) 2. Click Edit in the Adobe toolbar 3. Select Preferences from the drop-down Figure 34: Edit Drop-down SchoolCash.NET V Updated: 07/07 KEV Software Inc

12 12 Logon To SchoolCash.NET Adobe Reader 6.0 Adobe Reader 7.0 Categories Updates Updates Update and Notification Check: Do not automatically check for critical updates. Check for Updates: Select Manually from the drop-down In Adobe Reader 8.0: 1. Launch Adobe Reader 2. Click Help in the Adobe Reader toolbar 3. Select Check for Updates Figure 35: Help Drop-down 4. In the Adobe Updater dialog box, Select Preferences Figure 36: Adobe 8 Preferences 5. Select the option : Ask me before downloading any updates and then notify me when they are ready to be installed.? 6. Click OK 4.2 Set the Web Browser to Open a PDF in the Window; 1. Launch Adobe Acrobat Reader 2. Click Edit 3. Select Preferences from the drop-down 4. Select Internet from the Categories: list 5. Select Display PDF in browser 6. Click OK Close Adobe Acrobat Reader (Checked option) Figure 37: Edit Drop-down KEV Software Inc Updated: 07/07 SchoolCash.NET V

13 Logon to SchoolCash.NET 13 Figure 38: Edit Preferences 5 To Access SchoolCash.NET 1. Launch Internet Explorer 2. Click into the address 3. Select any text 4. Enter the URL that you received with your package 5. Press R or click GO 6. Select the desired Language option 7. In the Login screen, enter the Username and Password provided by the District Office or a KEV Software Representative. NOTE: New accounts have a specific Username and a generic password (Kev123). (Case sensitive) 8. Click the Remember Me check box to save your Username 9. NOTE: The password will not be saved. 10. Click Login or press R Figure 39: Select Language Screen Figure 40: Login Screen Tip: Language localization can be changed in the future, by clicking the Language indicator in the top right corner of any screen. Select the required language option from the Select Language Screen. To change your SchoolCash.NET password: 1. Click 2. Enter the current password (Kev123 case sensitive) in the Enter your present password text slot 3. Enter the new password in the New password text slot 4. Enter the new password a second time in the Confirm new password text slot Figure 41: Change Password Screen SchoolCash.NET V Updated: 07/07 KEV Software Inc

14 14 Logon To SchoolCash.NET 5. Click 6. Click OK in the confirmation dialog box to return to the Select Bank Account screen NOTE: It is important to select a password that: Starts with a letter Is at least 6 characters in length Is easily remembered Remember that passwords are case sensitive. Select Bank Account: 1. Click pick list arrow in the Please select a bank account from the list field 2. Select required account from the drop-down 3. Click the Open Selected Bank Account Main Menu: The main menu will open, offering the user access to the SchoolCash.NET modules. Figure 42: Select Bank Account Figure 43: Main Menu KEV Software Inc Updated: 07/07 SchoolCash.NET V

15 Logon to SchoolCash.NET 15 6 The Basic Icons Returns to the Main Menu from any screen Correct method to close SchoolCash.NET Access Previous Screen Indicates menu options Menu Selector Indicates selected record Change Paper Size Command Selector Pick List Arrow (Select from a Pre-determined List) or ENTER to save current record or changes Indicates Total Number of records in the database Indicates Visible Records on current page Sort Activated Causes selected report to generate or ESC to cancel current changes Table Grid Toolbar or CTRL/P Prints PDF Reports or INSERT to insert a row in the current grid or&to move to the first row in the grid Canadian English Version or DELETE to delete the selected row or U to move to the previous page Québécoise Française Version or ENTER to edit the selected row or i move to the previous row American English Version Access Calendar window or Eto move to the last row in the grid Link to On-line Tip Sheets T Move the insertion point to the next editable field to the right or d move to the next page Switch Funds between CDN and USD SHIFT/TAB Move the insertion point to the previous editable field or k move to the next row Browser Forward F11 Displays Internet Explorer in Full Screen Mode Browser Back Browser Refresh SchoolCash.NET Version Number Link to SchoolCash.NET Release Notes Link to KEV Software Website SchoolCash.NET V Updated: 07/07 KEV Software Inc

16 16 Logon To SchoolCash.NET 6.1 Hot/Shortcut Keys: I D U d h E CTRL/P R Esc k i 7 Performance Insert Row Delete Row Move to Previous Page Move to Next Page Move to the First Row Move to Last Row Print the Report Save changes to selected row Cancel changes to selected row Move to the next row Move to the previous row There is a progress indicator at the bottom of the Internet Browser window to indicate the progress of any opening or saving. In SchoolCash.NET there is also a red loading indicator in the top right corner of some screens. If there is an extended period of inactivity, in any of the SchoolCash.NET windows, it will be necessary to Login again. When using the mouse in SchoolCash.NET only a single click is required. If the user attempts to Quit the program when the requirements of the process have not been met a warning window will open. For example if the user quits the Deposit/Receipt module prior to assigning a category to the deposit a warning window will open. It is necessary to resolve this warning by assigning a category to the deposit before the user will be able to return to the Main Menu and Quit. To insure the proper shut down always click on the Main Menu button in the top right hand corner and click on Quit in the Main Menu window. 8 Interruptions For Example: If the calculating deposit window was closed, the deposit would be saved. The current deposit form will re-open when SchoolCash.NET is accessed at a later time. To interrupt: 1. Click Save in the current window 2. Click Main Menu in the top right corner of the window 3. Click Quit in the Main Menu window 4. Click Close in the top right hand corner of the internet browser window KEV Software Inc Updated: 07/07 SchoolCash.NET V

17 Logon to SchoolCash.NET 17 Reminders: If the user exits the Deposit/Receipt module prior to posting the deposit to the Ledger, SchoolCash.NET will display a reminder the next time the user logs into the program. Issue Checks and Transfer Forms may also be included in this reminder. Click Continue to access the Main Menu. 9 Keep in Mind The user should keep the following in mind: To ensure that all of the appropriate steps are followed, use the burgundy sequence buttons across the top of the screen from left to right To enter data more efficiently, presst to move the insertion to the next editable field to the right R can be used to save Numeric entries can be made via the number pad or the qwerty portion of the keyboard Fields that are auto populated and are not able to be edited are displayed with a shaded background. For example the Category # field in the Category area. Some windows will have scroll bars on the right side and along the bottom. These vertical and horizontal scroll bars will allow the user to display more of the window contents. For example: The category panel of the Detailed Receipt window has a vertical scroll bar to allow the user to see all of the Categories attached to the current detailed receipt and a horizontal scroll bar to allow the user to see the details associated with each Category. To access menu options, click any burgundy button that displays the option button. For example, Select an option from the drop-down list arrow on the right end of the To save any data entry, click Save icon To cancel any data entry, click Cancel icon To view previous or following record displays use the scroll arrows To quickly scroll to the beginning or end of any record display click the first or last scroll arrows In any list display, sorting can occur by clicking on the Field Heading. For example, clicking on the Date field heading would sort the list in chronological order, either newest to oldest or visa versa. To add a record click insert row icon on the record toolbar To edit a record select the required record,click edit To delete a record select the required record,click delete pencil on the record toolbar icon on the record toolbar To print the record list, click print icon on the report toolbar SchoolCash.NET V Updated: 07/07 KEV Software Inc

18 18 Logon To SchoolCash.NET 10 SchoolCash.NET Record Display 10.1 To Use Record Screens: List View will display all of the record details in the database. It may be necessary to use the scroll bars to display more fields. Search will allow the user to search records in a database by known field information Modify will allow the user to edit fields in a selected record. Find All will refresh the List View to display all current records 10.2 To Manage Record Display: Windows that display lists of records, can be used in 2 ways: 1. The record display area can be scrolled vertically and horizontally using the grey scroll bars. The record toolbar can also be used. 2. The default number of records displayed on each page can be adjusted in order for more than the default 50 records to be displayed at one time. To Manage the Record Display: 1. The record indicator will indicate the current number of visible records (page size) and the current total records in any area that displays a list. For example: List View tab in Checks Year to Date module 2. Use the grey vertical scroll bar in the right hand side of the record display to see more records on this page 3. Use the grey horizontal scroll bar at the bottom of the record display to see more field detail. 4. Scroll to the next page (the next 50 records) by clicking the forward page icon on the toolbar on the left hand side of the window To adjust the number or records displayed on each page: 1. Click Change Paper Size icon on the toolbar in the bottom left hand corner of the window 2. Enter the new Visible Records value 3. Click Save icon to the right of the field The total number of records displayed on each page has now changed. Figure 44: List View Figure 45: Record Indicator Figure 46: Record Toolbar Figure 47: Visible Records Value KEV Software Inc Updated: 07/07 SchoolCash.NET V

19 Logon to SchoolCash.NET Calendar The date field/calendar appears in many modules throughout SchoolCash.NET. In some situations, Deposits/Receipts, Issue Checks, for example the date is auto-populated. In some situations, Add New NSF Entry, for example, the date field is mandatory. Some Reports will require a date range (start and end date) in order for the report to generate. In all situations the date can be edited either by entering a new date manually or be selecting the date using the Calendar. Figure 48: Date Field Information Back Navigator Buttons Close Forward Navigator Buttons Week Number Selected Date Figure 49:Calendar 11.1 To Enter a Date Manually: 1. Select the text in the date field 2. Enter a new date using MM/DD/YYYY format 3. T to move to the next field Figure 50: Selected Date 11.2 To Use the Calendar: TIP: Want to save keystrokes? Try: 1. Enter the month number 2. Press spacebar on the keyboard 3. Enter the day number 4. Press spacebar on the keyboard 5. Enter the year 6. Press T The appropriate / will be auto-populated between the month, day and year entries. 1. Click the Calendar icon The Calendar will open. To Select A Future Date: Future Month: 1. Click and hold the future month icon 2. Select the required month from the drop-down Figure 51: Future Month Drop-Down SchoolCash.NET V Updated: 07/07 KEV Software Inc

20 20 Logon To SchoolCash.NET Future Year: 1. Click and hold the future year icon 2. Select the required year from the drop-down The calendar display will reflect the selected future month and year Figure 52: Future Year Drop-Down 3. Select the Correct Day from the new calendar To Select A Past Date: Previous Month: 1. Click and hold the previous month icon 2. Select the required month from the drop-down Previous Year: 1. Click and hold the previous year icon 2. Select the required year from the drop-down The calendar display will reflect the selected future month and year. 3. Select the Correct Day from the new calendar To Select Current Date (Today): 1. Click Today Figure 53: Calendar Toolbar Figure 54: Calendar Toolbar Figure 55: Calendar Toolbar 11.3 Calendar Assistance: 1. Clicking Information icon will open an explanation dialog box Figure 56: Information Dialog Box 12 Printing Within SchoolCash.NET SchoolCash.NET will offer a print option in many modules. For example: receipts can be printed with Deposits/Receipts, reports can be printed with Reports Menu. In all cases the print option must generate the selected print option and then be opened within Adobe Acrobat Reader to printed. If both Adobe Acrobat Reader and Adobe Acrobat Professional are installed on the user s computer, it is recommended that Adobe Acrobat Reader be launched on minimized prior to printing any reports. In addition to printing reports, SchoolCash.NET will offer the user the opportunity to save a report in a variety of file formats. These formats include: Adobe Acrobat (PDF) Microsoft Excel Microsoft Word NOTE: For security purposes Receipts issued within SchoolCash.NET cannot be saved or exported. To Print: 1. Click Print OR 2. Click Print 3. Select the required report from the drop-down The report will generate. Figure 57: Report Toolbar KEV Software Inc Updated: 07/07 SchoolCash.NET V

21 Logon to SchoolCash.NET Click Print icon on the report toolbar 5. Click Printer icon in the Adobe window, to actually print the report 6. Click OK in the printer dialog box 7. After printing is completed, Close the Adobe window 8. Click Previous Screen to go back Figure 58: Adobe Toolbar 12.1 To Export a Report: 1. Click Print OR 2. Click Print 3. Select the required report from the drop-down The report will generate. 4. Click Save/Export icon 5. Select file format from the menu Tip: Generally use Adobe Acrobat (PDF) Figure 59: Save/Export Menu 6. Click Save in File Download dialog box 7. Select the appropriate folder in Save As dialog box 8. Name file 9. Click Save Tip: Saved report files can readily be ed. Figure 60: File Download Dialog Box Figure 61: Save As Dialog Box SchoolCash.NET V Updated: 07/07 KEV Software Inc

22 22 Logon To SchoolCash.NET Using Adobe Search: After a report is exported to Adobe Acrobat (PDF), Adobe Reader features can be used. One such useful tool is the ability to Search in the PDF file. Export to Adobe: Adobe provides search capabilities that can be useful in long reports. 1. Click Export on the report toolbar 2. Select Adobe Acrobat (PDF) from the drop-down 3. Click Open in the File Download dialog box The Adobe Acrobat Reader will open. To search the document: Figure 62: Download Dialog Box 1. Click Search icon (binoculars) on the Adobe toolbar 2. Enter the search criteria in the text slot Figure 63: Search Criteria 3. Click Search 4. Click any results in the search list to go to that item in the report Figure 64: Search Results If the Adobe Acrobat (PDF) file has been saved: 1. Locate the folder and file 2. Double click file name Adobe Acrobat Reader will open. Perform the Search as outlined above KEV Software Inc Updated: 07/07 SchoolCash.NET V

23 Logon to SchoolCash.NET Paper Products: Some printouts include formatting for SchoolCash.NET paper products. For example: receipts (3-part horizontally perforated stock), Adding Machine Tape for the Banks (3-part vertically perforated stock). Deposit Envelopes are printed to match the layout of the Detailed View in the Deposit/Receipts module. Completing the information on the deposit envelope, would make completing the deposit form quicker and easier. 13 To Exit It is important to exist SchoolCash.NET by: 1. Clicking Main Menu in any screen From the Main Menu: 2. Click Quit 3. Close the Internet Browser Remember: Long periods of inactivity in SchoolCash.NET will result in the session being closed automatically. To resume the session, it will be necessary for the user to login again using the correct username and password.. SchoolCash.NET V Updated: 07/07 KEV Software Inc