Create/Manage Item(s) (Pre-Oct 22,2020)

Create/Manage Item(s) (Pre-Oct 22,2020)

Manage Item(s)

  1. Hover over Manage
  2. Click New Item
  3. If blank, enter a Student ID
  4. Enter the item (serial ) number
  5. Create a title for the item
  6. Enter a condition
  7. Enter the amount in the 0.00 format
  8. Select the status
    Items that are checked out will not add to the Students total owed
  9. Select your account codes as needed
  10. Click green + (add) to create the new item


If you need to mass import fees.

  1. Click the download the CSV Template button.
  2. Add your import items to the template file. It is very important that you do NOT change the column headers in the file
  3. Click the Import CSV button
  4. Select the file to be imported
  5. Click Upload



    • Related Articles

    • Create/Manage Fee(s) (Pre-Oct 22,2020)

      Manage Fee(s) Hover over Manage Click New Fee If blank, enter a Student ID Enter a description of the fee/Obligation Enter the amount in the 0.00 format. Enter an optional comment Select your account codes as needed Click green + (add) to create the ...
    • Manage System Users (Pre-Oct 22,2020)

      Manage System Users Note: You will only be able to add new users if you have licenses available. Hover over Admin Click Manage Users Enter the email address(es) of the user(s) to be added Choose the user type Click Submit Removing users Click remove ...
    • Create/Add New Student (Pre-Oct 22,2020)

      New Student Hover over Manage Click on New Student Enter a Student ID Enter a First Name Middle name is optional Enter a Last Name Select a Grade Phone number and Home room are option Click the green + (add) button
    • How to create a fee manually

      How to create a single or multiple fees: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Fee (Create) button 4. Then the page will navigate to Add Fee view 5. Select a student by selecting them from the list or searching for their name by ...
    • Import/Update Students (Pre-Oct 22,2020)

      Import New Students Important Note! This will also update existing students, and deactivate students that do not appear in your update file.  Only use this option if you want to update all of your school’s students. Hover over Manage Click on New ...