SchoolBanks 2026
Get Help and Support
Get Help and Support Overview Who this is for: Students needing help with fees, assigned items, or account questions. What you can do here: Use in-app help topics, contact information, and quick links. Prerequisites You can sign in with the role for ...
View Payment History
View Payment History Overview Who this is for: Students who need payment records and receipt references. What you can do here: Review completed and pending payments, totals, and recent activity. Prerequisites You can sign in with the role for this ...
Make a Payment
Make a Payment Overview Who this is for: Students paying outstanding fees online. What you can do here: Select unpaid fees, review totals, and continue to secure checkout. Prerequisites You can sign in with the role for this guide and access the ...
View Student Notifications
View Student Notifications Overview Who this is for: Students tracking school and account updates. What you can do here: Check recent notifications, filter alerts, and mark messages as read. Prerequisites You can sign in with the role for this guide ...
Use the Student Dashboard
Use the Student Dashboard Overview Who this is for: Students checking fees, payments, and assigned items. What you can do here: View your balance, review unpaid fees, and open assigned item details. Prerequisites You can sign in with the role for ...
View My Payment Disputes
View My Payment Disputes Overview Who this is for: Students checking dispute records linked to payments. What you can do here: View dispute status, amount, due date, and event timeline. Prerequisites You can sign in with the role for this guide and ...
View Assigned Items
View Assigned Items Overview Who this is for: Students reviewing school-issued items and charges. What you can do here: See assigned item details, status, and whether an item is charged to your account. Prerequisites You can sign in with the role for ...
Manage Your Profile and Password
Manage Your Profile and Password Overview Who this is for: Students updating profile details and sign-in settings. What you can do here: Update profile information, manage MFA status, and change your password. Prerequisites You can sign in with the ...
Assign Staff to Sections
Assign Staff to Sections Overview Use Staff Roster to create and maintain staff-to-section assignments for academic operations. Prerequisites Opening /StaffRoster/Index requires the roster.read permission. By default this is granted to District ...
Run the Students Who Owe Fees Report
Run the Students Who Owe Fees Report Overview This report identifies students with fee balances and allows filtered reminder dispatch and CSV export. Prerequisites The page itself is reachable by any Staff role, but loading data, exporting CSV, and ...
Record and Manage Payments
Record and Manage Payments Overview Create payment records and manage existing payments with filtering, refresh actions, and CSV export. Prerequisites You can open /Payments/Index. You have permission for payment create/update/export actions needed ...
View and Filter Notifications
View and Filter Notifications Overview Review recent notification activity, filter by message/category state, and mark notifications as read. Prerequisites You can open /Notifications. Notification settings access is available at ...
Manage Inventory Catalog Items
Manage Inventory Catalog Items Overview Use Inventory Catalog to maintain item availability and navigate into item-level details before assigning assets to students. Prerequisites Opening /InventoryManagement/Index requires the inventory.read ...
Create and Manage Fees
Create and Manage Fees Overview Create student fees, search the fee list, and open fee records for details, edits, or follow-up actions based on your permissions. Prerequisites You can access /Fees/Index. You have New Fee access to create records. ...
Adjust Fees After Payment (with Justification)
Adjust Fees After Payment (with Justification) Overview This workflow updates an existing fee after payment activity and captures required adjustment justification for audit. Prerequisites You can access /Fees/Index and open fee edit actions. Your ...
Use Dashboard Quick Actions
Use Dashboard Quick Actions Overview Use dashboard quick actions to jump into high-frequency staff tasks without navigating through each module menu. Prerequisites You can open Daily Operations Center at /Dashboard/Index. Student records are ...
Assign Items to Students
Assign Items to Students Overview Use this workflow to assign an inventory item to a student and create the corresponding student-asset record. Prerequisites You have access to Student Asset Assignments (/StudentAssets/Index). Creating an assignment ...
Link a Student to Your Account
Link a Student to Your Account Overview Who this is for: Parents adding another child to the same parent login. What you can do here: Link a student using school-provided student credentials. Prerequisites You can sign in with the role for this guide ...
Create Parent Access with a Magic Link
Create Parent Access with a Magic Link Overview Who this is for: Parents or guardians creating access to SchoolBanks. What you can do here: Verify your email and sign in without a password. Prerequisites You can sign in with the role for this guide ...
View Parent Payment History
View Parent Payment History Overview Who this is for: Parents tracking payment records across one or more students. What you can do here: Filter by student, review totals, and print records. Prerequisites You can sign in with the role for this guide ...
Create and Track Payment Plans
Create and Track Payment Plans Overview Who this is for: Parents spreading balances into installments. What you can do here: Create payment plans, review plan status, and view installment schedules. Prerequisites You can sign in with the role for ...
View Parent Notifications
View Parent Notifications Overview Who this is for: Parents tracking account and payment updates. What you can do here: Review recent notifications, filter alerts, and mark notifications as read. Prerequisites You can sign in with the role for this ...
Use the Parent Dashboard
Use the Parent Dashboard Overview Who this is for: Parents or guardians managing one or more students. What you can do here: View linked students, open each child's details, and access payment and item workflows. Prerequisites You can sign in with ...
View Payment Disputes
View Payment Disputes Overview Who this is for: Parents reviewing dispute status for student payments. What you can do here: Filter disputes by student, view case status, and review dispute timelines. Prerequisites You can sign in with the role for ...
Configure SIEM Delivery and Validate Events
Configure SIEM Delivery and Validate Events Overview Use SIEM Settings at /Admin/Siem to configure outbound security and audit event delivery to a SIEM endpoint. The screen is titled SIEM Integration Settings and supports Generic HTTP, Splunk, ...
View Assigned Items for Your Students
View Assigned Items for Your Students Overview Who this is for: Parents reviewing school-issued items and possible charges. What you can do here: Filter items by student, review item status, and open item details. Prerequisites You can sign in with ...
Manage Your Parent Account
Manage Your Parent Account Overview Who this is for: Parents updating profile and sign-in settings. What you can do here: Edit profile details, review MFA status, and change your password. Prerequisites You can sign in with the role for this guide ...
Continue as Guest with a Magic Link
Continue as Guest with a Magic Link Overview Who this is for: Guest shoppers checking out in SchoolBanks Store. What you can do here: Verify your email and continue checkout. Prerequisites You can sign in with the role for this guide and access the ...
Configure and Test Tenant SSO
Configure and Test Tenant SSO Overview Use this guide to configure tenant single sign-on from Tenant SSO Configuration (/Admin/SsoConfiguration). The current visible admin path is a SAML metadata wizard: enter the email domain, add SchoolBanks as a ...
Configure Tenant Settings and Options
Configure Tenant Settings and Options Overview Use this guide to open the admin settings hub and choose the correct tenant configuration area. The settings hub is reached at /Admin/SettingMenu, which renders the same settings dashboard as the Admin ...
Manage Roles and Permissions
Manage Roles and Permissions Overview Use this guide to create staff roles, update role status, and assign permission sets from the Roles and Permissions admin page. Role changes affect what menu areas and actions staff can use after their next ...
Run the Students Who Owe Fees Report
Run the Students Who Owe Fees Report Overview Use this guide to find students with unpaid balances, export the filtered list, and send one-time fee notices to the filtered audience. The current entry point is Reports > Students Who Owe Fees ...
Manage Automated Reminder Rules
Manage Automated Reminder Rules Overview Reminder Rules let district administrators define who receives automated reminder messages, when rules are eligible to run, which email template is used, when delivery should stop, and which escalation ...
Reminder Templates: Placeholders and Version History
Reminder Templates: Placeholders and Version History Overview Reminder email templates are managed from Email Templates at Admin/Email/Templates. Administrators create reusable subject/body content, choose an event key, preview rendered output, and ...
Reminder Operations: Audit Trail, Identity, and Retry
Reminder Operations: Audit Trail, Identity, and Retry Overview Reminder operations are reviewed from Reminder History at Admin/Reminders/History. The screen is titled Reminder Run History + Delivery Log and shows sent time, rule, recipient, channel, ...
Manage API Keys and Webhook Keys
Manage API Keys and Webhook Keys Overview Use this guide to manage external integration credentials. Both API keys and webhook endpoints are managed directly in the SchoolBanks web admin experience. Prerequisites Admin access to Admin > Settings. ...
Run and Review Imports in Import Center
Run and Review Imports in Import Center Overview Use this guide to upload CSV data, map columns, validate rows, commit imports, and review job history. The Import Center starts at /Import/Index; each import type opens the wizard at ...
Manage Financial Export Batches
Manage Financial Export Batches Overview Use this guide to create financial export batches, move batches through the export workflow, queue artifacts, and download generated files. The current admin route is Financial > Financial Exports ...
Manage Financial Export Templates
Manage Financial Export Templates Overview Use this guide to create and maintain financial export templates. Templates define the export columns and order used by financial export batches. The current admin route is /Admin/Finance/ExportTemplate. ...
Review and Manage Chargeback Cases
Review and Manage Chargeback Cases Overview Use this guide to review district chargeback cases, filter the case list, add timeline notes, and attach document metadata. The current admin entry point is Financial > Chargebacks (/Admin/Chargebacks). ...
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