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How to Import Payments with SchoolBanks
Overview: This guide will walk you through the steps to import payments into SchoolBanks, especially useful if you use external payment providers. Why Import Payments? Some schools prefer to use their own payment providers instead of the integrated ...How to Change Your Login Page Logo
This guide provides step-by-step instructions on how to update the logo on your SchoolBanks login page. Step 1: Log In with an Admin Account Navigate to your custom SchoolBanks URL. Enter your admin credentials to log in. Step 2: Access the ...System User Permission Matrix
This article outlines the various system user types and their associated permissions. Permissions Description Administrator Power User Staff/Teacher Student View The ability to view the Student during web application processes. X X X ...Soft Integration for Third-Party Payment Solutions
At SchoolBanks, we recognize that you may already have established investments in third-party payment solutions. To seamlessly align with your existing infrastructure while ensuring compliance, we introduce the concept of "soft integrations." Soft ...Frequently Asked Questions (FAQs)
What is SchoolBanks? SchoolBanks is an integrative financial solution that helps K-12 schools and districts centralize various bookkeeping operations and simplify difficult processes. Our online payment service provides an easy-to-use platform for ...
Popular Articles
How to import fees
How to import fees from a CSV file: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Fees (Import / Update) button 4. The file selector page will open 5. Select the file you wish to import Note: You can download the Fees.csv sample file ...How to edit a student (teacher)
How to edit a student: 1. Login 2. Navigate to Staff / Data Sync 3. Click the My Students button 4. Then the page will navigate to Manage / Students view 5. Click the "Action" Modify button 6. Then the page will navigate to Edit Student Details view ...Student Access (with a district student email)
Student Access (with a district student email) *Only use this KB when your school/district has sent it to you, otherwise the directions may not work for you. 1. Login *Navigate to your school/district's sub domain (e.g. ...Registration
How to register your account: Step 1: Enter contact information 1. Navigate to https://go.schoolbanks.com/ to click Register to start 2. Use your official school email address to create your account. Public email domain are accepted, but limit your ...Logging in
How to Log In: Note: Verify your School/District to request a friendly subdomain by clicking here: (https://click.schoolbanks.com/verification) 1. Navigate to https://go.schoolbanks.com 2. Enter your SchoolBanks ID: Note: Once your School/District ...