Username: The new user names are the first part of your CPSB email addresses. So if your email is “” then your user name will be: kduffield. Password: Everyone will start with the same password Admin123(case sensitive). The system will prompt you to change your password the first time you login. Your new password must contain a number, a lowercase letter, an uppercase letter, and be between 6 and 20 characters long. PRINTING REPORTS: Go to “Reports”, “PFI/PASS Reports”,”Transaction Reports”, “Daily Transaction (PFI)”. Change the following on the daily transaction report screen: Select “YOUR SCHOOL” from the School drop down menu Enter your last name in the Fee Name field (this will pull up all fees associated with you) Enter the date range you want to see payments made Unselect “Include Fee Description”. This will enable you to see more students on a page Select “No Grouping” on Report Options Click “Generate Report” If you have multiple fees assigned to you, click on the “Fee Name” column and it will sort the fees for you automatically. Click the PDF button on the top right hand of the screen and you can print the report if you need to. It will allow you to export to Excel also. To look up an individual child: Make sure SCHOOL NAME is selected and type in the student ID in the Patron ID field and hit “No Grouping”. This will show you all fees the student has paid ONLINE only.
When all the online receipts have g/l accounts you are ready to post the receipts. Receipts → Post Cash Receipts → Current Period Select “Y” for yes and hit enter. Receipts should post as deposit #9 which will keep them separate from your receipts at the school level. You can also print an Imported Receipts report that will give you a detailed listing of receipts imported. This report can be printed using specific receipt numbers or a date range. Reports → Cash Receipts → Imported Receipts You can then print a report of all imported receipts if you need to. This is not necessary, but helpful if you need to see detail information. ENTERING NEW FEES Fees→Add/Edit Fees The Add/Edit Fee box will pop up. Select your school Select “Add New Fee” Enter Fee Name, e.g., Jones-Chemistry, Danceline, Running Club T-shirt “Fee Code” is an internal code used by PayForIt to identify the fee to your school. PayForIt will assign this code to all fees in the beginning, e.g., BHS-001. After the initial set up it is up to the
All the receipts that were imported will be listed separately as Deposit #9. Trace each #9 deposit to the bank statement to ensure all were imported. If a deposit shows up on the bank statement and NOT the deposit report: That means not all the receipts were imported. Go back and import the dates missing. HINT: If you are missing a deposit that is dated the 10th, then when you go to import you will choose the file on the drive with a date of the 11th. The import files are always one day behind the actual deposit date. If a deposit shows up on the bank statement for a different amount that one on the deposit report: That means a part of the deposit did not import. Send Auditing an email with the batch ID and the amount on the bank statement and your deposit report. Auditing will research and get back with you.