Support
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 ...
How to import Assets (and assign to students)
Importing Assets will allow you to track Assets (books, devices, uniforms - anything tangible). 1. Login 2. Navigate to Admin / Data Sync 3. Click the Assets (Import/Update) button 4. Click the Button to open the import window 5. Click Select ...
All Students section/button
The All Students you quickly create a section with all of your students and assign them to all of your teachers The All Students (Student Update) button will create/update your All Students section and add all active students to that section. The All ...
Create and Assign Assets in-line
Create and Assign Assets in-line Login Navigate to Manage->Students Click on the student you wish to assign the new asset to. Scroll down to the Assigned Assets section. Click the Add New button for that section. When the Assign Asset window opens, ...
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 manually add a staff member (teacher) to a section
How to add a staff/teacher to a section: 1. Login 2. Navigate to Admin / Settings 3. Click the IAM button 4. Then the page will navigate to Add Participants to this Portal view 5. Select the desired Active Staff/Teacher and click on the modify button ...
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. ...
How to change your password
How to change your password: 1. Login 2. Navigate to Admin / Data Sync 3. Click on your Name 4. Click the Change Password button 5. Then the page will navigate to Change Password 6. Enter your new password 7. Confirm your new password 8. Click Change ...
How to update your profile information
How to update your basic information: 1. Login 2. Navigate to Admin / Data Sync 3. Click on your Name 4. Click My Profile button 5. Then the page will navigate to Update Basic Information view 6. Edit the fields that need to be updated Note: You can ...
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. ...
How to update your school information
How to enable online payments: 1. Login 2. Navigate to Admin / Settings 3. Click the School Information button 4. Then the page will navigate to Update School Information view 5. Edit the required fields 6. Click Update 7. When the school information ...
How to enable online payments
How to enable online payments: 1. Login 2. Navigate to Admin / Settings 3. Click the Online Payment button 4. Then the page will navigate to Online Payment Processing view 5. Click the Connect with Stripe button 6. The Stripe connect page will open. ...
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 ...
How to select which sign-on option for administrators/staff
How to select which sign-on option for additional admins/staff: 1. Login 2. Navigate to Admin / Settings 3. Click the SSO button 4. Then the page will navigate to School Login Type view 5. Select your preferred option for admins/staff to login Note: ...
How to add additional administrators/staff
How to add additional admins/staff: 1. Login 2. Navigate to Admin / Settings 3. Click the IAM button 4. Then the page will navigate to Add Participants to this Portal view 5. Select the user type, administrator or staff/teacher, fill in their email ...
How to change your password (teacher)
How to change your password: 1. Login 2. Navigate to Staff / Data Sync 3. Click on your Name 4. Click the Change Password button 5. Then the page will navigate to Change Password view 6. Enter your new password 7. Confirm your new password 8. Click ...
How to update your profile information (teacher)
How to update your basic information: 1. Login 2. Navigate to Staff / Data Sync 3. Click on your Name 4. Click My Profile button 5. Then the page will navigate to Update Basic Information view 6. Edit the fields that need to be updated Note: You can ...
How to add a student (teacher)
How to add 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 Add New Student button 6. The Add student page will open 7. Select the section for ...
How to assign an Asset
1. Login 2. Navigate to Admin / Data Sync 3. Click the Assets (Create) button 4. Then the page will navigate to Asset / Item Inventory view 5. Click the Update button 6. Edit the required fields and click Update 7. When the asset is updated, you will ...
How to create a fee (teacher)
How to create a fee: 1. Login 2. Navigate to Staff / Data Sync 3. Click the New (+) 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 their student ID or name 6. ...
How to check in an asset (teacher)
How to check in an asset: 1. Login 2. Navigate to Staff / Data Sync 3. Click the Check In button 4. Then the page will navigate to Check In Asset view 5. Select a student by selecting them from the list or searching for their name by their student ...
How to check out an asset assignment (teacher)
How to check out an asset: 1. Login 2. Navigate to Staff / Data Sync 3. Click the Check Out button 4. Then the page will navigate to Check Out view 5. Select a student by selecting them from the list or searching for their name by their student ID ...
How to assign an asset (teacher)
How to assign an asset: 1. Login 2. Navigate to Staff / Data Sync 3. Click the My Assets button 4. Then the page will navigate to Manage / Items view 5. Click the Add Asset button 6. Then the page will navigate to Assign Asset(s) view 7. Select a ...
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 ...
How to add a student to a section (teacher)
How to add a student to a section: 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 Add New Student button 6. The Add student to section page will open ...
How to check in an asset
How to check-in an asset: 1. Login 2. Navigate to Quick Action 3. Click the Check In button 4. Then the page will navigate to Check In Asset view 5. Select a student by selecting them from the list or searching for their name by their student ID or ...
How to edit a student
How to edit a student: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Students (Manage) 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 ...
How to modify an asset assignment
How to modify an asset assignment: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Assets (Manage) button 4. Then the page will navigate to Manage / Assets view 5. Click the "Action" Modify button 6. Then the page will navigate to Edit Asset ...
How to modify a fee
How to edit a fee: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Fees (Manage) button 4. Then the page will navigate to Manage / Fees view 5. Click the "Action" Modify button 6. Then the page will navigate to Edit Fee/Obligation Details ...
How to add a teacher manually
How to add a single or multiple teachers: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Teachers (Manage) button 4. Then the page will navigate to Add Participants to this Portal view 5. Select the user type, administrator or staff/teacher, ...
How to add a section manually
How to add a new section: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Section (Create) button 4. The Add Section page will open 5. Fill in the required fields in order to add a section i.e 6. Click Save 7. When the section is added, you ...
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 ...
How to add a student manually
How to add a single or multiple students: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Students (Manage) button 4. Then the page will navigate to Manage / Students view 5. Click the Add New Student button 6. Then the page will navigate to ...
How to create an asset manually
How to create a single or multiple assets: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Asset (Create) button 4. Then the page will navigate to Asset / Item Inventory view 5. Click the Add new record button 6. The asset creation box will be ...
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 import assets
How to import assets from a CSV file: 1. Login 2. Navigate to Admin / Data Sync 3. Click the Assets (Import / Update) button 4. The file selector page will open 5. Select the file you wish to importNote: You can download the Assets.csv sample file ...
Next page