Online Store Account Setup
Accounting Codes are used to classify financial activities. All transactions will be deposited into a single account however we can use accounting codes to distinguish how these funds should be handled or distributed. If your school or organization does not have assigned accounting codes you can use any combination of letters and numbers to represent each entry/category.
From the Site Administration Page click The Online store button and Select Accounts Setup
Option 1: Bulk import - You can upload a CSV file that contains your accounting codes and descriptions. Start by clicking on the Required Details button.
After Clicking Required Details you will see the Site Details for your District / Campus sites. You will also find your Merchant ID in this section.
Click through the tabs to view an example of the layout or to download a sample CSV file. You can use the Sample to build your file.
After saving the CSV you will click the red "Browse" button to upload your file. All codes will be added to the system as soon as the file has been uploaded.
View Details needed to build the CSV file and an example Layout
If you download a sample the file can be found in the lower-left corner of your screen or in the recent downloads folder.
Option 2: Manually input - You can enter your accounting codes and descriptions manually by typing them into the fields just below the upload option.
This method is recommended if you are adding less than 15 codes at a time.
Existing accounting codes can be found at the bottom of the page. Click the Pencil Paper Icon to edit and entry or you can click the red Trashcan to delete it.
Cashless Campus / Online Store
Cashless Campus/Online Store You can locate your School Store by clicking the Store icon on your dashboard or clicking Online Store from the navigation panel on the left. Online Store Settings Your first option in the online store section is your ...
Cashless Campus - Transaction and Accounting Reports
Cashless Campus/Online Store You can locate your School Store by clicking the Store icon on your dashboard or clicking Online Store from the navigation panel on the left. Reports Transaction Report In this section you can see details for individual ...
Online Store - Product Management
From the Site Administration Page click The Online store button and Select Product Management. Selecting Product Management will bring you to the "Manage" products screen. You should see the Title, Image, Name, Price Quantity, and Visibility ...
Cashless Campus - Notification Settings
Cashless Campus/Online Store You can locate your School Store by clicking the Store icon on your dashboard or clicking Online Store from the navigation panel on the left. Notification Settings In this area you can set up notifications to go out ...
Creating a Parent Profile for Cashless Campus
You have the ability to create a Parent Profile for your school's Cashless Campus. You can access the sign up module in two locations. 1. When you go to check out, you will be asked to login, sign up or continue as a guest. 2. On the Store homepage ...