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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 ...
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. ...
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 ...