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How to create account codes
How to add account codes: 1. Login 2. Navigate to Admin / Settings 3. Click the Account Codes button 4. Then the page will navigate to Add Account Code view 5. Select code set Choose set to view: Code Set 1, Code Set 2, Code Set 3 6. Enter the ...
Build Update/Upgrade Log
June 2020 Payments import added Asset import updated to include the student number field to assign the asset to the student Dec 2020 Improved layout and flow for admin controls. Improved layout and forms for Assets, Fees and others. Nov 2020 Fixed ...
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 ...
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 ...
How to update your subscription
How to update your subscription: Notice: If you have an account manager, please contact your account manager rather than using the subscription manager. If you are a small team or single user, you mostly likely do not have an account manager. 1. ...