Presentation Transcript

1. MYSCHOOLACCOUNTTraining Module

   Version Last Updated 01.14.2010
2. Introduction to MySchoolAccount There are two components to MySchoolAccount: Administrative Parent User
3. MySchoolAccount Administrative
4. Introduction to admin.myschoolaccount.com In this training session, you will cover the following: About admin.myschoolaccount.com Parent Search Student Search Types of Report Understanding Online Deposits Run an ACH Report Run a Credit Card Processing Report Breakdown of Interchange Fees
5. About admin.myschoolaccount.com By using www.admin.myschoolaccount.com, administrative users will have the ability to search for parents, students, and generate payment reports for all or specific date ranges
6. Parent Search This search function will allow you to search for all or specific parents with an MSA account by: Last Name Placing a ‘%’ in the field when searching by Last Name will generate a list of all parents with a MSA account User ID Email Address
7. Parent Search (cont.)
8. Student Search This search function will allow you to search for students by: Last Name Student ID
9. Student Search (cont.)
10. Types of Reports These are the types of reports the administrative user can access via admin.myschoolaccount.com: Parent Report ACH Report Credit Card Payment Report Credit Card Processing Report
11. Understanding Online Deposits Payments will be deposited by myschoolaccount.com every Thursday for the prior week ending. Example: If you select your report from October 2, 2009 through October 8, 2009, a deposit for that amount will appear in your bank on the following Thursday, October 15, 2009.
12. Run an ACH Report ACH payments are parent payments made using an electronic check Once logged into admin.myschoolaccount.com, click on Reports Then click on ACH Report Select your date ranges Click Run Report
13. Run an ACH Report (cont.)
14. Run a Credit Card Processing Report ACH payments are parent payments made using an electronic check Once logged into admin.myschoolaccount.com, click on Reports Then click on Credit Card Processing Report Select your date ranges Click Run Report
15. Run a Credit Card Processing Report (cont.)
16. Breakdown of Interchange Fees
17. Summary Review In this training session, you have covered the following: About admin.myschoolaccount.com Parent Search Student Search Types of Report Understanding Online Deposits Run an ACH Report Run a Credit Card Processing Report Breakdown of Interchange Fees
18. MySchoolAccount Parent User
19. Introduction to MySchoolAccount In this training session, you will cover the following: Create a myschoolaccount Accept the Annual Fee Add a Student Remove a Student Set Notification Balances View Lunch Activity Deposit Money to School Lunch Account View Deposit History Transfer Funds between Students Account Options
20. About MySchoolAccount For our company to offer a true cashless campus we offer myschoolaccount.com (MSA), an online portal that allows the parents to load funds on their child’s account using their checking account or bank card. www.myschoolaccount.com is a service provided to parents that will allow: Parent to set up an account with user name and password Parent to have access to their children's account via knowledge of the student account number Parent to see the last 30 day account history (payments and purchases) and the balance on the account
21. Create a MySchoolAccount To access MySchoolAccount, you must first create an account if you do not already have one Log onto http://www.myschoolaccount.com Click on the Create Account link located on the top right corner of the webpage Fill in the required fields When registration is complete, an email with the verification code will be sent to the email address you used to register When redirected to the Login page, log in using your User ID and Password You will be then be directed a to page prompting you for your verification code (this code is included in the email sent to the parent after registration is completed) After you type in your verification code, you will be directed to the MySchoolAccount homepage
22. MySchoolAccount Home Page
23. Add a Student Log onto http://www.myschoolaccount.com Log in using your User ID and Password Once you are on the homepage, click on Add a Student under the Your Students category box
24. Add a Student (cont.) Enter the Student ID correlated to your student/child Click Add
25. Add a Student (cont.) After you have clicked Add, a window will appear prompting the acceptance of the annual fee charge Click Yes to proceed When the window appears confirming the student has been added, click Continue
26. Remove a Student If you accidentally attached the wrong student to your parent account or decide you no longer want the student to be enrolled under the particular parent, then you have the option of removing the student from the account. Log onto http://www.myschoolaccount.com Log in using your User ID and Password Once you are on the homepage, click on Remove a Student under the Your Students category box
27. Remove A Student (cont.) Under the box Remove Student from your account, type in the Student ID of the student you want to remove Click Remove when finished
28. Remove a Student (cont.) A window similar to the one shown below will pop up prompting the deletion of the student Click Confirm Delete
29. Remove a Student (cont.) A window will then appear confirming your deletion Click Continue
30. Pay Student Usage Fee Log onto http://www.myschoolaccount.com Log in using your User ID and Password Once you are on the homepage, click on Pay Student Usage Fee under the Your Students category box
31. Pay Student Usage Fee (cont.) A window will appear with a list of students who are linked to the parent account, along with details of which students have paid the annual fee charge Any student who still needs to pay will have in red text, next to the name “(Usage Fee Due)”
32. Pay Student Usage (cont.) Place a check in the box under the column Accepted for the student you want to pay for Click Proceed A window will appear prompting the acceptance of the annual fee Click Accept
33. Pay Student Usage Fee (cont.) Click Continue when this screen appears
34. Set Balance Notification Preferences Setting up notification preferences would help parents to be notified via email, when your student's lunch account balance drops below a preset minimum. Log onto http://www.myschoolaccount.com Log in using your User ID and Password Once you are on the homepage, click on Set Balance Notification Preferences under the Your Students category box
35. Set Balance Notification Preferences (cont.) Fill in the Minimum Balance field Check the box marked Enabled Fill in the email address you want to have the alerts sent to Click Save
36. Set Balance Notification Preferences (cont.) Once you click Save, a page will pop up similar to the one shown below Click Continue
37. View Lunch Account Activity Log onto http://www.myschoolaccount.com Log in using your User ID and Password Once you are on the homepage, click on View Lunch Account Activity under the Your Students category box
38. View Lunch Account Activity (cont.) When the window below appears, click on the View link for the student whose account activity you are trying to view
39. View Lunch Account Activity (cont.) Any account activity for the student will be displayed under the orange fields
40. Deposit Money to Student Lunch Account Log onto http://www.myschoolaccount.com Log in using your User ID and Password Once you are on the homepage, click on Deposit Money to Student Lunch Account under the School Lunch Accounts category box
41. Deposit Money to Student Lunch Account (cont.) Fill in the amount you want to deposit under the Deposit Amount field Select your payment method Click Proceed You will be asked to fill in your billing information as well as your payment information Click Proceed when done
42. View Deposit History Log onto http://www.myschoolaccount.com Log in using your User ID and Password Once you are on the homepage, click on Deposit History under the School Lunch Accounts category box
43. View Deposit History (cont.) A page similar to what is shown below will appear Previous transactions dating back to the past 30 days will appear below the orange field
44. Transfer Funds Between Students Log onto http://www.myschoolaccount.com Log in using your User ID and Password Once you are on the homepage, click on Transfer Funds Between Students under the School Lunch Accounts category box
45. Transfer Funds Between Students (cont.) A page similar to what is shown below will appear Select the appropriate students according to whose account you want to have the money transferred between Type in the amount of money you want to have transferred Click Continue
46. Account Options The parent also has the ability to alter the following account information via MySchoolAccount under the box titled Account Options: Change Personal Information Change Email Address Change Password Change Notification Preferences
47. Summary Review In this training session, you have covered the following: Create a myschoolaccount Accept the Annual Fee Add a Student Remove a Student Set Notification Balances View Lunch Activity Deposit Money to School Lunch Account View Deposit History Transfer Funds between Students Account Options
48. Training Acknowledgement By signing this acknowledgement, we certify that we have attended the MySchoolAccount Module Training on _______________ at ________________. Print Name & Sign: ________________ _________________ ________________ _________________ ________________ _________________ ________________ _________________