PAD Setup Guide v1.3 - Greensboro Day School
Contents
1. ELECTRONIC AMER a BA e Program Fee E CHECK Total select Enter a new credit card When making a payment to a lunch account the parent has the option to make the current payment an automatic one The selection is defaulted to No This means that the current payment is made one time at the time of purchase If the parent clicks No and changes it to Yes the parent can set the current payment to recur either when the account falls below a certain balance or at sent timed intervals such as every week after the payment This recurring payment can be made to stop on a certain date or continue going unless the parent manually cancels the payment When finished making the order the parent must click Place Order to place the order Make this automatic YES SS Send a payment when account balance is below send multiple payments on a recurring weekly or monthly basis Send first payment on 06 23 2014 Payment frequency Every Week Send payments until cancel the order Stop on PLACE ORDER By clicking Confirm Payment you agree to our Terms of Service MSB Parent Training Guide 17 of 51 MY SCHOOL BUCKS At this point the order will be placed If the parent has selected the option to receive an email notification when an order is placed the notification will be sent at this time Place Order Your order was accepted Thank you Your reference code is HFRJXIS8SYVEDQQ7 If you have provide2. MY STUDENTS Erin Adams Jaden Adams Michelle Adams Rose Adams MY BILLING ACCOUNTS Account Name Visa ending in 1111 Checking Acct ending in 6992 MSB Parent Training Guide Expires 01 2017 EDIT REMOVE EDIT REMOVE EDIT REMOVE EDIT REMOVE ADD STUDENT EDIT REMOVE EDIT REMOVE ADD ACCOUNT 12 of 51 ze Heartland SCHOOL Email Preferences Parents can sign up for email notifications to inform them when their students balance falls below a designated amount or after an order is placed To sign up for low balance emails click EDIT under My Students next to a student account select Send email when meal account falls below and enter a low balance amount Click SUBMIT to confirm the changes Edit Student First Name Erin Last Name Adams School Heartland Primary School Grade K School Heartland Primary School Grade K vi Send email when meal account balance falls below 10 00 SUBMIT To sign up for notifications for when a payment has been made click EDIT under My Information next to Send Confirmation of Payment Then under Send confirmation of payment click Yes Click Update to confirm the changes Edit User Info First Name Last Name E mail Address UPDATE MSB Parent Training Guide 13 of 51 Sc Heartland SCHOOL E SCHOOL SOLUTIONS BUCKS NT ar HL end Downloads Parents can access MySchoolBucks digital applications by scrolling to the
3. School District District ID District Name Database Street Address City State Province IP Code Contact Name Contact Phone Email Address Language Country Currency Timezone Send low balance email notifications Send email to district when new user profile is created Send student ID request emails to Enable v2 UI Display Ads Display school store Login Policy Template Name Display account balances Add Student Policy Allow parent to add new student enrollment information to database Announcement Health E URL MSB Parent Training Guide lavega Heartland School District SchoolBucksD1 New Brunswick Canada English United States US Dollar America Chicago CDT Yes No Yes No Yes Required Yes Require name plus birthdate OR student No Welcome to our new MySchoolBucks website Edit District Disable District Enable Test Only 27 of 51 Le a Ze A Heartland SCHOOL Membership Options Many districts utilize the membership options in MySchoolBucks There are a number of options that districts may choose to make available for parents These plans allow parents to make a low quarterly payment that will waive the regular transaction fee for every other payment that they process through the website Membership Options Edit Options Enable Memberships Group pricing per month 1 to 12 month options One Student Price 3 00 Two S
4. support accounts have the ability to view settings and features that parent accounts cannot in order to assist both parents and administrators that call in or send an email request to our support center District and User Searching To locate a specific district record from a support account under Admin Tools click Manage Districts SCHOOL Load Test Environments Welcome to our new MySchoolBucks website Manage Districts Welcome Scott Siegel v Admin Tools v Heartland School District System Setup Manage Districts Search Users amp Training Reports The Manage Districts page contains a searchable list of all MySchoolBucks district records Manage Districts Add School District Name 1111 District 5102250 CPP Import Abilene AlanTest API Test District Blackstone Valley Vocational Regional School Dist Blank Enterprise Blank Standard BrendaTest Cafe Prepay MSB test CafeEnt1 CafeEnt2 CafeEnterprise Clarkcounty clarkcounty attert Clinton Colorado Springs CP 5102250 Test District Default Disabled Delete School Disabled District of Testing EccotGen Test eggharbor ESSEX Heartland School District MSB Parent Training Guide SEARCH State Province California California New York California California Massachusetts New York New York Yukon Canada California New York New York New York Nevada California California Colorado California Ca
5. 00 Jun 19 2014 5 25 06 PM Library Fees Checking Acct ending in 6992 51 00 50 00 Jun 18 2014 3 23 01 PM Cafeteria Checking Acct ending in 6992 5 10 5 00 Jun 18 2014 1 50 37 PM Cafeteria Checking Acct ending in 6992 25 50 25 00 i VIEW ALL gt Billed To Charge Amount Payment On Account Adams Jaden un 21 2014 4 10 02 PM Cafeteria Checking Acct ending in 6992 To collapse the payment list back to only recent payments click View Less Jun 20 2014 5 58 14 AM Cafeteria Checking Acct ending in 6992 122 40 120 00 Jun 19 2014 5 32 37 PM Cafeteria Checking Acct ending in 6992 45 90 45 00 Jun 19 2014 5 26 25 PM Cafeteria Checking Acct ending in 6992 25 50 25 00 Jun 19 2014 5 25 06 PM Library Fees Checking Acct ending in 6992 51 00 50 00 Jun 18 2014 3 23 01 PM Cafeteria Checking Acct ending in 6992 5 10 5 00 Jun 18 2014 1 50 37 PM Cafeteria Checking Acct ending in 6992 25 50 25 00 Jun 11 2014 1 33 34 PM Cafeteria Checking Acct ending in 6992 25 50 25 00 Jun 10 2014 5 41 10 PM Cafeteria Checking Acct ending in 6992 25 50 25 00 Jun 6 2014 10 32 42 AM Cafeteria Checking Acct ending in 6992 25 50 25 00 Jun 3 2014 12 54 41 PM Cafeteria Checking Acct ending in 6992 28 56 28 00 Jun 3 2014 12 54 31 PM Cafeteria Checking Acct ending in 6992 25 50 25 00 Jun 3 2014 12 54 16 PM Cafeteria Visa ending in 1111 25 67 25 00 Jun 3 2014 10
6. 49 06 AM Cafeteria Checking Acct ending in 6992 25 50 25 00 Jun 3 2014 10 43 32 AM Cafeteria Visa ending in 1111 25 67 25 00 Totals 482 80 473 00 VIEW LESS gt MSB Parent Training Guide 19 of 51 e Heartland SCHOOL My Order History My Order History contains all orders placed through MySchoolBucks To open the My Order History page click My Order History under the Home drop down menu SCHOOL HOME MEAL ACCOUNTS SCHOOL STORE Q 0 items 0 00 My Order History Meal Accounts HOME gt MEAL ACCOUNTS Recent Payments Scheduled Payments Welcome to the Heartland School Dis Load Test Environments My Order History includes both one time prepayments and scheduled prepayments From this location parents can view the details of their scheduled payments such as the date that the order was placed the frequency of the order and the billing account that the order is being billed to Parents can cancel their scheduled prepayments or change the billing account being used by clicking View Order Parents can also print orders by clicking the printer icon Date Jun 20 2014 5 58 10 AM VIEW ORDER Status closed Billed To Checking Acct ending in 6992 Charge Amt 91 80 Product Student Unit Price Quantity Total Price Cafeteria Adams Rose 45 00 Cafeteria Adams Jaden 45 00 Date Jun 20 2014 5 58 10 AM VIEW ORDER Status closed Billed To Checking Acct e
7. Services Heartland Primary School Food Services District Staff Food Services Enable district wide for all parents No Manage Schools The Manage Schools page displays a list of school sites that have been established under the school district Manage Schools School District Heartland School District Add School School ID Name 3 Provider Challenge Academy R Food Services Challenge Academy Food District Staff Food Services Harvey High School Food Harvey High School Food Services Heartland Elementary School Food Services Heartland Elementary School Food Heartland Intermediate HP Miles Campus Food Heartland Intermediate HP Miles Campus Food Services Heartland Primary School Food Services Heartland Primary School Food Heartland School of Music d Food 2 2 0 1 1 5 5 4 4 6 6 3 3 Heartland School of Music Food Services MSB Parent Training Guide 33 of 51 pl HEG Manage Sites Note This function is only for users utilizing Lunchbox The Manage Sites page displays school sites that have been established for the district as well as disabled sites Manage Sites School District Heartland School District Add Site Site ID Name Provider test tes Disabled Manage Students From District Settings click Manage Students to view a searchable list of all student records for the selected school district You may also filter your search by selecting a School name in the drop down men
8. The Payment Report Detail will display information for each individual transaction After selecting the desired filters and clicking View Report a new page or tab will populate with the requested data The detail report will not have the option to Show School Subtotals Notes about the Payment Report Detail e If the district utilizes the option to accept eCheck payments the reports will display the Credit Card Payments separately from the eCheck Payments e Returned eChecks will have a separate Check Status beneath the Billed To column The return will generate a new negative transaction that will be indicated with parentheses and will also reflect as such in the parents account e eCheck returns will automatically debit the student s POS account Payment Report Detail Date Jun 25 2014 Date Range Jun 25 2014 Jun 25 2014 Status Approved Heartland School District Food Services Cafeteria Date Jun 25 2014 9 47 AM Jun 25 2014 10 23 AM Jun 25 2014 11 32 AM Jun 25 2014 11 32 AM Jun 25 2014 11 37 AM Jun 25 2014 11 43 AM Jun 25 2014 12 18 PM Invoice 7YBWRCWOYMZINIV SECMM6QLXD2XDYE TSIOXIPRNGFMBSX TSIOXIPRNGFMB9X SLOYP2DDYRQINVY 6SK4G3ZARSMLZD8 HLGFLH4NRSSVNOW MSB Parent Training Guide User r tempeparent Parenti Brenda bparent1 Griffin Peter peter yahoo com Griffin Peter peter yahoo com Griffin Peter peter yahoo com Griffin P
9. reports should be generated with a status of settled Only the settled transactions have been processed and deposited to the districts bank account Reports School District Heartland School District Payments Users Payment Report Summary User Report Payment Report Detail stores Order Report Sales Report Stock Report Product Report Daily Batch Report Summary Daily Batch Report Detail G L Transaction Repon Invoice Report Tools Payment Transactions Deposit Reconciliation Data Transfers Recent Data Transfers Data Transfer Status Report Web Forms ia Release Notes Web Form Report View Release Notes Schools Student Report Purchase Report Acct Balance Report Stats Website Stats Report MSB Parent Training Guide 41 of 51 Heartland SCHOOL Daily Batch Report Detail Daily Batch Report Detail You may filter the daily batch report based on the following criteria amp indicates required field School District Heartland School District NB vi Department ALL vi Store ALL vi Product or Product Group ALL EI School or School Group ALL Grade ALL sel Homeroom ALL Ki Billed To Mastercard OnePrinceton eCheck American Express Discover Start Date June M 25 2014lv End Date June sl 25lv 2014l v Keyword s Status Settled vi v Show payment item detail Show All Fees VIEW REPORT SEND TO EXCEL Daily Batch Report Detail Date Jun 25 20
10. 14 Date Range Jun 23 2014 Jun 25 2014 Status Settled Heartland School District invoice demo Jun 24 2014 11 00 PM Date Invoice Product For Billed To Deposit Amt Student Accounts Jun 24 2014 GNUJSNP1QGGAGMR Cafeteria Acton Donna Visa ending in 3828 27 000 10 28 AM parentnkpos 169011 Heartland School of Music Cafeteria Jun 24 2014 6KO7EH35SI71L88 doo scooby Cafeteria Adams Erin Visa ending in 3828 11 49 AM doobidoobido yahoo com 247541 Heartland Primary School Cafeteria Jun 24 2014 2 28 HOGWI6G2L1IYS2Z Cafeteria Acton Donna Visa ending in 3828 PM parentnkpos 169011 Heartland School of Music Cafeteria Student Accounts Subtotals Jun 24 Totals invoice demo Totals Deposit Amt Grand Total 34 00 Total Items 3 Total Payments 3 MSB Parent Training Guide 42 of 51 ty Gay Heartland SCHOOL Daily Batch Report Summary Daily Batch Report Summary You may filter the daily batch report based on the following criteria School District s Department Store Product or Product Group School or School Group Grade Homeroom Billed To Start Date End Date Keyword s Status Heartland School District NB ALL ALL ALL ALL ALL V ALL V Mastercard June iv 10lv 2014lv June al 25 v 2014l v OnePrinceton eCheck American Express Settled lv Show school subtotals Show All Fees amp indicates required field M VIEW RE
11. 55 832 5226 You may also contact customer technical support by using our support request form This confidential document is issued pursuant to non disclosure agreements in place and subject to the terms and conditions contained therein Reproduction or use without the express permission from Heartland School Solutions of any portion of this manual is prohibited Copyright 2014 Heartland School Solutions MSB Parent Training Guide 51 of 51
12. DENT MY STUDENTS Erin Adams EDIT REMOVE Jaden Adams EDIT REMOVE Michelle Adams EDIT REMOVE Rose Adams EDIT REMOVE ADD STUDENT From here the process is identical to adding a student on a new account MSB Parent Training Guide 10 of 51 On o MY SS Heartland SCHOOL E SCHOOL SOLUTIONS BUCKS Parent Resources User Profile To review or change account information such as contact information or membership settings from the Welcome drop down menu the user clicks My User Profile The parent will also be able to click Log Out from here Welcome v Heartland School District v Help Contact Us amp My User Profile Q 0 items 0 00 HOME STORE amp Log Out Meal Accounts HOME gt MEAL ACCOUNTS To edit information on this page click EDIT next to the information you would like to update For example if you would like to change your password click EDIT in the Password row under My Login amp MY LOGIN Username demo40Oparent Password i MY INFORMATION Name Email Address Send confirmation of payment MSB Parent Training Guide 11 of 51 et Heartland LUTIONS MY SCHOOL BUCKS Under My Students and My Billing Accounts in addition to editing there are options to remove and add entries To remove a student or billing account click REMOVE next to the account you would like to delete To add a student or billing account click ADD STUDENT or ADD ACCOUNT
13. First Name Last Name EA E mail Address MOTE Tis Will DE pour wsenvane a Password Ze Re type Password MUST be at feast d ihiarackers fang By creating an account I accept the mySchoolBucks Terms of Service and Privacy Policy CANCEL CREATE ACCOUNT MSB Parent Training Guide 5 of 51 29 Heartland SCHOOL SCHOOL SOLUTIONS BUCKS Adding a Student Adding a Student on a New Account After creating their account the user will then have an opportunity to add a student They can choose to skip this step until a later time M W MI 1 S HOOL HOME MEAL ACCOUNTS SCHOOL STORE DI ICKE U har wi ke EN Your user profile was created successfully A welcome email has been sent to your inbox Now let s add a student CONTINUE TO ADD A STUDENT The student s school will automatically be populated but if an error was made they can hit the down arrow and select the correct school If a new District needs to be added click the down arrow at the top of the screen to add the new district Welcome v Heartland School District v Help Contact Us Heartland School District HOME MEAL ACCOUNTS 0 00 Add another school district Add Student numc 7 avy STUDENT MSB Parent Training Guide 6 of 51 w Heartland SCHOOL To add a student enter the student s first and last name date of birth or student number and click FIND STUDENT Note The information required to locate the student is d
14. IP Code Manage Stock Contact Name Pending Orders Contact Phone Manage Discounts Email Address Send email to store when new No order is posted If a payment is returned send email to G L Segment Balance Acct Cafeteria Food Services Split Order Policy Separate order for each gateway System Store No In Store Pickup Instructions MSB Parent Training Guide 36 of 51 Heartland SCHOOL Click the product name to navigate to the details page Manage Products School District Heartland School District Store Food Services Store Add Product Manage Product Options Product ID Product Name Provider i Food Services edit select Send to File The product details will include information such as the Minimum and Maximum payment amounts as well as what schools the product is available at Product School District Heartland School District Store Food Services Store Add Product Edit Product Product ID Disable Product Product Name Cafeteria Department Food Services Product Group s Cafeteria Meal Payments Provider Food Services Web Form Reguire Approval No Allow user to enter a payment amount Allow user to choose the quantity to purchase Yes Min 1 00 Max 120 00 No Payment Method Food Services Balance Acct Cafeteria Food Services G L Acct G L Cash Acct G L Segment Prompt for Student Student Is Required Must be Active Customized pricing for st
15. PORT SEND TO EXCEL Daily Batch Report Summary Date Jun 25 2014 Date Range Jun 10 2014 Jun 25 2014 Status Settled Heartland School District 0 Batch Date Jun 10 2014 3 00 PM Jun 10 2014 3 00 PM Jun 10 2014 3 00 PM Jun 11 2014 3 00 PM Jun 11 2014 3 00 PM Jun 18 2014 3 00 PM Jun 20 2014 3 00 PM Jun 21 2014 11 00 PM Heartland School District invoice demo Batch Date Jun 18 2014 11 00 PM Jun 24 2014 11 00 PM MSB Parent Training Guide Total Items 37 Total Payments 23 Deposit Amt 24 48 44 06 34 27 24 48 73 44 202 69 455 32 88 13 0 Totals 770 61 Deposit Amt 109 00 34 00 invoice demo Totals 143 00 Deposit Amt Grand Total 913 61 43 of 51 e Heartland Deposit Reconciliation Report SCHOOL The Deposit Reconciliation report is another option that districts may use to reconcile their bank deposits This report is interactive with links that expand the batches to display individual payments included in that specific batch The Deposit Reconciliation report only displays one payment gateway for one month at a time by selecting the desired options from the drop down menu next to the SEARCH button Deposit Reconciliation School District Heartland School District Payment Gateway Date Batches Transactions No batch selected Date LEUE Total fl Date Jun 3 2014 3 00 PM Jun 3 2014 11 00 PM Jun 6 2014 3 00 PM Jun 10 2014 3 00 PM
16. SCHOOL MySchoolBucks Parent Training Guide Table of Contents MySchoolBucks Support Training Guide rnanxennnnnennnnnennnnnnnnnnnnnnnnnnnnnnennnnnennnnnennnnnr 4 Creating a Parent Account in MySchoolBucks annernnnvennnnnennnnnnnnnnnnnnnnennnnnennnnnennnnnene 5 AN IN 6 Adding a Student on a New Account 6 Adding a Student to an Existing Account 10 PA e Ee 11 Osi ieee eT nn er er rT 11 EP 13 Reiter 0 EEE eins aiamrnennseiamuaeraemaunan aa uuieneyine 14 BUS A ACCOUNTS EE 14 GE Meal TAI SEO EE 15 Wake alr Ay MCN EN E 16 KES SE Fay MCS al EE E E A AE E OES 18 MY ele RI ee EEE EEE oaseueencennseanosanss 20 FAQ and Contacting Support annernnnnnnnnnnnnnnnnnnnnennnnnnennnnnnennnnnnennnnnnennnnnnennnnnnvennnnnunnnn 21 Mo ES NN 22 District and User Gearchmg 22 DISWIGE SETUD ME 24 Manage Ueere rererere 24 District er 27 Membership OPUN JE daa ia adin eA 28 Payment le le TE 29 Payment GACNWINS inaccxscccussacdacedsusesdatstededediusaieatansdeamdshsesendsits draad naidaan deaedsbesdass itedequdsndasdonsase 29 Manage Payment Methods rrannnnnnrrnnnrrnnrrnnnennnrnnnnennnnnnnnnnnnnennnnennnrnnnnennnsennsennnnennnsennsennnsennn 31 Manage Providers cccccccseccsecceeeceeeceeeseeeseeeceeeceeeseeseeseeeseeseeeseeesseeseeeseeeseeeteeeseeeseeeseeenes 32 en Heartland SCHOOL Manage Balance ee el in SEERE 32 Manage COO JE 33 MING SU a A E AA 34 Manage Student c ccccccsecesceeccceececcenesceee
17. User Name Product No payment transactions found LWO payment UransatlONS Toun Sage Par SE i 2 154 00 73 44 24 48 Print Friendly ALL June 2014 Student Amount Selecting the Total of the batch will expand the batch into payment transaction amounts Once the options have populated the page you have the option to select a transaction amount to view the details of the transaction Deposit Reconciliation School District Heartland School District Print Friendly Payment Gateway ALL Date Batches Transactions 0 1687 Jun 3 2014 3 00 PM Date Jun 3 2014 3 00 PM 3 2014 11 00 PM 6 2014 3 00 PM Jun 10 2014 3 00 PM Jun 10 2014 3 00 PM Jun 10 2014 3 00 PM Jun 11 2014 3 00 PM Txns Total 3 224 24 2 154 00 73 44 MSB Parent Training Guide Date User Name Jun 3 2014 10 49 AM demo40parent Jun 3 2014 12 54 PM demo40parent Jun 3 2014 12 54 PM demo40parent Product Cafetena Cafeteria Cafeteria Cafeteria Cafeteria Cafeteria Cafeteria June 2014 Student Giddings Ebony 247541 Gill Rose 211983 gillum amy A 9724 Giddings Ebony 247541 Gill Rose 211983 gillum amy A 9724 Giddings Ebony 247541 44 of 51 ei e MY So Heartland Scoot SCHOOL SOLUTIONS BUCKS This detail page provides specific transaction information as well as a link to the parent s account Deposit Reconc
18. afeteria purchase history Yes Student is enrolled in the following school s Heartland Intermediate HP Miles Campus Grade 4 Active Yes Purchase Options This option allows you to see Cafeteria Purchase settings including whether running balances for student accounts are displayed Note There are only certain types of software that are compatible with the running balances feature in MySchoolBucks Cafeteria Purchase Options Edit Options Show cafeteria purchase history We Balance shared between schools eTrition LunchBox Student Balance Policy Show running balances Yes Enable See My Plate Yes MSB Parent Training Guide 35 of 51 sen Heartland SCHOOL Manage Stores To view the stores that are established for the school district click Manage Stores School districts may have stores set up for tuition fees or school supplies in addition to their food services store Manage Stores School District Heartland School District Add Store Store ID Name food services store Food Services Store edit misc misc items edit system System edit Under each store there are products that are purchased from the store To view the established products and their settings click the name of the store and select Manage Products Add Store Edit Store Store ID food services store Disable Store Store Name Food Services Store Street Address City Manage anit State Province California Z
19. ani MSBQA2_individualplan MSBQA2 _oldplan MSBBQA after update individual jodilutz verizon net Secunty Role Parent Parent District Admin District Admin District Admin District Admin District Admin District Admin District Admin District Admin District Admin Parent Parent Parent District Admin Report Admin District Admin Parent Parent Parent Parent Parent 23 of 51 ei Heartland SCHOOL District Setup Selecting the district name will navigate you to the District Setup page From this location you can access all of the features and settings for the individual school district that was selected Manage Users You may perform a user search for the selected district by clicking Manage Users District Setup School District Heartland School District Configuration District Settings Manage User Manage Providers Customize User Fields Manage Departments stores Payments Store Options Payment Options Manage Stores Payment Gateways Manage Product Groups Manage Payment Methods Customize Product Fields Manage G L Accts Manage Balance Accts Web Forms a Manage Web Forms Subscriptions Membership Options Data Transfers Data Transfer Options Schools Data Transfer Notes Manage Schools Manage School Groups Messaging Manage Sites Manage Students Manage News Manage Website Links Cafeteria Purchases Purchase Options Reports Reports MSB Parent Training Guide 24 of 51 pl HEG i Heart
20. bottom of the page Currently mobile applications for iOS Windows Phones and Google Play are available to download These resources provide users with fast and easy access to their accounts Hea rtl a nd ABOUT MYSCHOOLBUCKS MOBILE APPS GET SOCIAL G En Contact Us Help Privacy Policy Terms of Service Meal Accounts The Meal Accounts page is the landing page for parents every time they log in to their accounts Here the parents can view student balances active scheduled payments and recent payments All students that have been added to the account will be displayed here Also displayed is the district announcement District administrators can enter custom announcements or notes for parents in their district to view after logging in to their accounts Meal Accounts HOME gt MEAL ACCOUNTS Welcome to the Heartland School District Payments Portal Load Test Environments Welcome to our new MySchoolBucks website MY STUDENTS SETUP AUTO PAYMENTS Adams Erin to set it and forget it Adams Michelle 109 00 for 4 students Adams Jaden B TOP UP BALANCES Adams Rose ADD MONEY to your meal account MAKE A PAYMENT MSB Parent Training Guide 14 of 51 e MY lial Heartland SCHOOL Cafeteria Meal History The Cafeteria Meal History page displays a list of purchases and account activity for the student Some districts utilize software that is compatible with the running balances feature in MySchoolBucks Ho
21. d an email address you will receive an email confirmation You may check Order History on this website at any time for order status Press the Print Order button to print a copy for your records PRINT ORDER FINISH Recent Payments History To view all payments processed from the parents account through MySchoolBucks select Recent Payments from the Home drop down menu HOME MEAL ACCOUNTS SCHOOL STORE Q 0 items 0 00 E My Order Histo Meal Accounts d d HOME gt MEAL ACCOUNTS Recent Payments Scheduled Payments Welcome to the Heartland School Dis Load Test Environments MSB Parent Training Guide 18 of 51 Heartland SCHOOL s H pe e WX The Recent Payments page will display the most recent payments made to the school To view all available payment records for a student s account click View All under their account name Note Payments made directly to the school or through any other service will not display here CAFETERIA PURCHASES RECENT PAYMENTS SCHEDULED PAYMENTS Your recent online payments are displayed below Any payments made directly to the school office will not appear here Adams Erin Billed To Charge Amount Payment On Account Jun 20 2014 5 58 14 AM Cafeteria Checking Acct ending in 6992 122 40 120 00 Jun 19 2014 5 32 37 PM Cafeteria Checking Acct ending in 6992 45 90 45 00 Jun 19 2014 5 26 25 PM Cafeteria Checking Acct ending in 6992 25 50 25
22. eccenecceneescesescsncescesesceneescecescuaeesceeesuaeesaesesseess 34 PUCIA el EE 35 Nie Ee Ce 36 REENEN 38 Payment Reports ENEE 38 Daily Batch ee Lu 41 Deposit Reconciliation Report rrrnnnnnnnnnnnnnnnnnrnnnrnnnnnnnnnnnnnnnnnnnnennsennnennnennnennnennnnnnnnnnnennsennnen 44 Recent Data Transfers vr 46 Identifying Parent Account ISSUES nrerannennnnennnunnnnnennnnnnnnnennnnnnnnnennnnennnvennnnnnnnvnnnnvennnr 47 Student record missing enrollment miormaton 47 Unappled Prepaymenls EE EEA REER 48 No Email INOUTIGATION ME 49 Scheduled Payment TU EE 50 SIE 10 EE 51 MSB Parent Training Guide 3 of 51 en Heartland SCHOOL MySchoolBucks Support Training Guide MySchoolBucks is an award winning service offered by Heartland Payment Systems Inc Heartland Payment Systems is known for fair fully disclosed pricing and empowering our customers to take control of their payment processing costs Since being introduced a number of years ago MySchoolBucks has become the product of choice for thousands of schools throughout the United States Whether paying for chemistry lab fees purchasing books buying athletic tickets or simply paying for school lunch MySchoolBucks gives parents the peace of mind when it comes to their children s school purchases With MySchoolBucks parents are able to register for an account and view information for free Parents are also able to view account balances or recent purchases in the school cafeteria add m
23. ependent upon the individual district s settings Some districts may require both the birthdate AND the student ID while others may only require the birthdate OR the student ID Add Student To add student to your account please enter their name and identifying information Heartland School District Challenge Academy Ki Note If your child attends school in a different school district please use the district selector at the top of the page to switch CO irrt P a First Name One of the following is required to validate your student Birthdate mm dd yyyy Don t have your child s student ID FIND STUDENT MSB Parent Training Guide 7 of 51 i Heartland SCHOOL If the student is not able to be found they will see the below message SCHOOL HOME MEAL ACCOUNTS SCHOOL STORE Add Student Add Student To add a student to your account please enter their name and identifying information EccoGen Test Heartland School of Music Note If your child attends school in a different school district please use the district selector at the top of the page to switch We were unable to identify a student with the information provided SES One of the following is required to validate your student FIND STUDENT If they received this message it likely means that some information was entered incorrectly If there are no errors in the student information and the student is still not f
24. es Food Services 1 account balances Download 1 payments Food Services 2 purchases Food Services 2 account balances Food Services 2 purchases Food Services 2 account balances Food Services Download 2 payments Food Services 1 purchases Food Services 1 account balances Food Services Download 1 payments Food Services 4 purchases Food Services 4 account balances Food Services Download 4 payments Food Services 1 students 1 enrollments students Jun 19 2014 1 13 PM Food Services Jun 19 2014 1 12 PM 1 Food Services 1 students 1 enrollments 1 Jun 19 2014 1 09 PM Food Services students Jun 19 2014 12 49 PM Food Services 3 purchases MSB Parent Training Guide status Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed HOME MEAL ACCOUNTS SCHOOL STORE View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data View Data 46 of 51 Heartland SCHOOL Identifying Parent Account Issues Student record missing enrollment information Student Add Student Edit Student student ID 4437 Disable Student First Name Jacobi Last Name Abrego Student 233657 Provider Food Services Birthdate Eligibility Paid Is Adult No Disp
25. eter peter yahoo com tempeparent For Adams Erin 247541 Heartland Primary School Cafeteria Afenkhena Joy 157671 Harvey High School Cafeteria Adams Erin 247541 Heartland Primary School Cafeteria Allen Quacy 191198 Heartland Intermediate HP Miles Campus Cafeteria Allen Quacy 191198 Heartland Intermediate HP Miles Campus Cafeteria Adams Erin 247541 Heartland Primary School Cafeteria Adams Erin 247541 Heartland Primary School Cafeteria Billed To Checking Acct ending in 3456 ACH Status pending Checking Acct ending in 4566 ACH Status pending Checking Acct ending in 2345 ACH Status pending Checking Acct ending in 2345 ACH Status pending Checking Acct ending in 2345 ACH Status pending Checking Acct ending in 2345 ACH Status pending Checking Acct ending in 3456 ACH Status pending Subtotals Payment On Account 15 00 175 00 40 of 51 dh Heartland SCHOOL Ur I Daily Batch Reports Daily Batch reports are utilized by district administrators to account for bank deposits that they receive from Heartland for online payments through MySchoolBucks Deposits to district bank accounts are processed on a daily basis and therefore both the summary and detailed batch reports will be divided into daily batches to reflect this Only the Daily Batch Report Summary will provide administrators the option to show school subtotals Batch
26. ices demo Demo Log Only Heartland Payment Systems POS Gateway HPS Food Services Heartland Payment Systems 5 mySchoolBucks Membership F HPS mySchoolBucks Membership Fees POS Gateway invoice demo Demo Log Only testnew Colonnade e Check MSB Parent Training Guide 29 of 51 Heartland SCHOOL Selecting the name of a Gateway will navigate you to the Gateways Detail page This location will display the Transaction fee that is currently in place for the selected Gateway Note For Heartland Credit Card Processing Gateways the districts Merchant ID will be listed as the User ID Payment Gateway Add Gateway Edit Gateway Type Heartland Payment Systems POS Gateway Disable Gateway Gateway ID food services Verify Connection Name HPS Food Services DBA G L Segment System Gateway No Minimum Payment Amt 0 00 Maximum Payment Amt 0 00 Host Connection Host URL https posgqateway secureexchange net Hps Exchange PosGatewa Batch Cut off Time 11 00 PM Timezone America Chicago CDT LicenseID SiteID DeviceID FERRER User ID changeit Program Fees User Base Fee 2 00 User Fee 0 0 Round User Fee Half Up District Base Fee 2 00 District Fee 0 0 Round Client Fee Half Up When calculating client fee include the user fee in the subtotal No Invoicin District Fee Payment Method Fees swept daily by payment processor Invoice Type Monthly debit bank account Bank Acct N
27. iliation 13 Print Friendly School District Heartland School District Date Jun 3 2014 10 49 06 AM User Name demo40parent Invoice KGXASOKIFNIDHIT Routing ID 67222 Confirmation Code Product Payment Amt Cafetena Product Payment Amt Cafetena Product Payment Amt Gill Rose 211983 Cafetena Total Payments Program Fee Non Refundable Grand Total Bill to Checking Acct ending in 6992 MSB Parent Training Guide 45 of 51 MY Heartland SCHOOL LUTIONS 3 CKS d UI at Recent Data Transfers Data transfers are the exchange of information between the school districts POS and the MySchoolBucks website These transfers are responsible for updating student balances and meal purchases as well as crediting payments to student accounts Recent Data Transfers will provide the date and time that each of these tasks was performed as well as the quantity of accounts that were updated MY SCHOOL BUCKS Load Test Environments NOTE This DB is hooked up to Sue R s desktop DB called Sue School Recent Data Transfers Status Idle Date Provider Reference Jun 19 2014 A Jun 19 2014 4 Jun 19 2014 4 15 PM Food Services Jun 19 2014 3 2 Jun 19 2014 3 23 PM Jun 19 2014 3 18 PM Jun 19 2014 3 18 PM Jun 19 2014 3 18 PM Jun 19 2014 2 28 PM Jun 19 2014 2 28 PM Jun 19 2014 2 28 PM Jun 19 2014 1 38 PM Jun 19 2014 1 38 PM Jun 19 2014 1 38 PM Jun 19 2014 1 17 PM Food Services 1 purchas
28. l account balance falls below 10 00 SUBMIT MSB Parent Training Guide 49 of 51 7 MY Sa Heartland SCHOOL SCHOOL SOLUTIONS BUCKS Scheduled Payment Failure In some cases prepayment issues can occur that may prevent an order from generating a scheduled payment If the order has not generated a transaction even though the balance is below the selected Low Balance amount the situation will need to be escalated to the appropriate support team Household School District CafeEnt1 101010032 STUDENT HIGH SCHOOL SOUTH Account Balances View Cafeteria Purchases Balance Last Updated By School Last Email Sent HIGH SCHOOL SOUTH Cafeteria 167 90 Jun 26 2014 5 31 AM Jun 8 2014 4 10 PM Scheduled Payments Next Payment Date When balance lt 10 00 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 Recent Payments Date Item Billed To Amount Jun 25 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 25 00 Jun 25 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 25 00 Jun 23 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 25 00 Jun 23 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 45 00 Jun 20 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 35 00 Jun 20 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 25 00 MSB Parent Training Guide 50 of 51 en Heartland SCHOOL Support For additional support please contact Technical Support between the hours of 7 AM EST and 7 PM EST at 1 8
29. land SCHOOL The Manage Users page provides a list of all users registered under the selected school district Manage User Profiles School District Heartland School District Add User Profile SEARCH Last Name First Name Login ID Secunty Role lavegatest District Admin test District Admin ashharvey Parent food District Admin To view the students added to a specific parent account select the desired parent account login name and then click Login As This will give you the access level of the selected account In order to return to your support account to view other users or a district setup page you will need to log out of the current account that is being emulated and log in once again under your support credentials User Profile School District Heartland School District Add User Profile Edit Profile Login ID lavegatest Disable Profile Last Login Mar 24 2014 9 24 AM Change Password EN Send Pwd Reset Email Security Role District Admin Department School Store Provider Food Services Data Consumer First Name Last Name Street Address City State Province California ZIP Postal code Daytime phone Evening phone Email Address School District Membership Heartland School District NB Mot a current member View Household MSB Parent Training Guide 25 of 51 Heartland SCHOOL Password Reset If a user requires login assistance selecting the Send Pwd Reset Email from the U
30. lay account balances Yes Display cafeteria purchase history Yes Student is enrolled in the following school s None In order for prepayments to process successfully to student accounts there must be a balance account present The balance accounts are established for designated schools If a student does not have a school site present on their record there will be no payment options available for that student and the parent will receive an error message after clicking Make A Payment MSB Parent Training Guide 47 of 51 MY M Sc Heartland SCHOOL HOM SCH TIONS rag i seis Gm AE SITE BUCKS Unapplied Prepayments If an error occurs during the district s transfer payments may not successfully apply to a student s account To properly diagnose this issue it is important check in three locations from within the parents account 1 Dates of the student s prepayments from within the payment history 2 Student balance last updated timestamp 3 The student s cafeteria purchases Note Only a Super User has access to payment update information The Super User will find this information from a user s profile by clicking View Household Household School District CafeEnt1 101010032 STUDENT HIGH SCHOOL SOUTH Account Balances View Cafeteria Purchases Balance Last Updated By School Last Email Sent HIGH SCHOOL SOUTH Cafeteria 167 90 Jun 26 2014 5 31 AM Jun 8 2014 4 10 PM Scheduled Payments Next Payment Da
31. lifornia Yukon Canada Arizona Kentucky New York New York New Brunswick Canada 22 of 51 MY Heartland SCHOOL SCHOOL SOLUTIONS BUCKS To perform a site wide search for a specific user account under Admin Tools click Search Users Welcome Scott Siegel v Admin Tools v Heartland School District MY System Setup SCHOOL BUCKS Manage Districts Search Users Load Test Environments Welcome to our new MySchoolBucks website amp Training Manage Districts Reports The Search Users page allows partial searches of the Account Holder Parent name as well as the E mail address on the account Search User Profiles Last Name First Name Test NK 13872 Test NK 13872 Test NK 13872 Test NK 13872 Test NK 2617 Test NK 2617 Test NK 2617 Test Import Test NK 110016 Test NK 110016 Test for Travis Clinton APT Test District Test Client Test Nutrikids 2 Test LunchBox Client Test NK Test Nutrikids3 Test Nutrikids 2 Test Nutrikids 2 Test Nutrikids 2 CP 51027250 Test District MSB Parent Training Guide Login ID jbtaffar optonline net dc 19 optonline net melissa jones wappingersschools org janice moy wappingersschools org sgrauman lodiusd net dbinning lodiusd net wsun lodiusd k12 ca us test_import_students blowry starkville k12 ms us cjwilbourn starkville k12 ms us travis test clinton parent smart tuition parent bigdata MSBQA LBAdmin test gatest MSBQA3_individualpl
32. nding in 6992 Charge Amt 122 40 Product Student Unit Price Quantity Total Price Cafeteria Adams Erin 120 00 120 00 MSB Parent Training Guide 20 of 51 Heartland SCHOOL One time prepayments with the status of Closed cannot be cancelled or voided If a parent is requesting a refund and the order has already been closed the parent will need to obtain the refund directly from the school ID LOYG2FLS55CTNOTH Date Jun 20 2014 5 58 10 AM Status closed School District Heartland School District Store Food Services Store Name Address Student Unit Price Quantity Total Price Cafeteria Adams Rose 45 00 Cafeteria Adams Jaden 45 00 Subtotal Program Fee Grand Total Bill to Checking Acct ending in 6992 FAQ and Contacting Support Users have access to the Frequently Asked Questions as well as the parent support phone number at the bottom of every page in MySchoolBucks by clicking Help Parents may also send Support Requests and submit User Feedback through the Contact Us option in the top right corner or at the bottom of the page He a rtl and ABOUT MYSCHOOLBUCKS MOBILE APPS GET SOCIAL mes d Goog A Store Google play Contact Us pp Help Privacy Policy Terms of Service MSB Parent Training Guide 21 of 51 e Heartland MySchoolBucks Support SCHOOL Different user accounts in MySchoolBucks may have different access levels For obvious reasons
33. ng Guide Users User Report Stores Order Report Sales Report Stock Report Product Report Data Transfers Recent Data Transfers Data Transfer Status Report Release Notes View Release Notes 38 of 51 i Heartland SCHOOL ut lj Payment Report Summary The payment report Summary will only contain the totals for the date range that was used in the search filter There will be no individual transaction information displayed on this report Payment Report Summary You may filter the payment report based on the following criteria amp indicates required field School District Heartland School District NB ALL Ka Store ALL Ki Department Product or Product Group ALL Ka School or School Group ALL Grade Homeroom Billed To Start Date ALL V ALL sl Mastercard OnePrinceton eCheck American Express June sl 25 2014 v End Date June Iv 25 2014 M Keyword s Status Approved ha Date M Show school subtotals Show All Fees VIEW REPORT SEND TO EXCEL Payment Report Summary Date Jun 25 2014 Date Range Jun 25 2014 Jun 25 2014 Status Approved Heartland School District Food Services Payment On Account 175 00 60 00 235 00 Product Cafeteria Spirit Wear Payment On Account Grand Total 235 00 Total Items 9 Total Payments 8 MSB Parent Training Guide 39 of 51 Gu Heartland SCHOOL Payment Report Detail
34. oney to their student s account and set up low balance alerts through this award winning parent friendly system MySchoolBucks is equally impressive to school districts By providing seamless integration and powerful yet easy to use reports school district administrators are able to focus on education while we focus on providing a safe secure service MSB Parent Training Guide 4 of 51 e MY i Heartland SCHOOL BUCKS Creating a Parent Account in MySchoolBucks All new parent users must click SIGN UP TODAY and follow the on screen instructions to establish their account MY SCHOOL BUCKS Login to your account School Payments Made Easy Pay for school meals and more anytime Q password anywhere from your computer or smartphone i passwort Create your FREE account to get started C Remember my ID SIGN UP TODAY Forgot your username or password Don t have an account Sign up today The registration process will require parents to select the District or School in which their students attend the parent s first and last name email address and password Their email address will be their username when logging in Once all information is entered they click the CREATE ACCOUNT A welcome email will be sent to the email address confirming that their profile was created successfully RE HOME MEAL ACCOUNTS SCHOOL STORE BUCKS Sign Up Sign Up Find your school or district E Enter your school name
35. ound the parent will need to contact the school to verify their student is in their records MSB Parent Training Guide 8 of 51 sg e d MY Sa Heartland SCHOOL E SCHOOL SOLUTIONS BUCKS Once the student is found they will have the option to request a low balance email be sent to them once the student s balance falls below a dollar amount that they choose If they do not want a low balance email they simply un check the box and click ADD STUDENT HOME MEAL ACCOUNTS SCHOOL STORE B Add Student Add Student First Name Lavell Last Name Gilmore Grade 8 W Send email when meal account balance falls below 10 00 ANGEL ADD STUDENT Once the student is added they will see the below confirmation They can click ADD ANOTHER STUDENT to add another student or FINISH to complete the process G HOME MEAL ACCOUNTS SCHOOL STORE BUCKS Add Student The student you selected has been successfully added to your household ADD ANOTHER STUDENT FINISH MSB Parent Training Guide 9 of 51 W MY dh Heartland SCHOOL fae SCHOOL SOLUTIONS BUCKS Adding a Student to an Existing Account To add a student to an existing account under the Welcome drop down menu click My User Profile Welcome v Heartland School District v Help Contact Us amp My User Profile 0 items 0 00 HOME STORE Q Ge Log Out Meal Accounts HOME gt MEAL ACCOUNTS Under My Students click ADD STU
36. ser Profile while logged into a support account will immediately send an email to the account on file This email will contain a link that will navigate the user to the MySchoolBucks website and allow them to create a new password for their account Hierarchy of Users The security role of an account determines the level of access the selected user will have to the website For example a District Admin account will be able to view and edit all of the settings for their specified school district while a Report Admin account will only be able to view the Reports portion of their specified district Security Role The security role of an account can be updated by clicking Edit Profile from the user profile page and selecting a role from the Security Role drop down menu User Profile School District Heartland School District indicates required field Login ID 9 lavegatest Security Role District Admin Department Not specified School Not specified Store Not specified Provider Food Services Y Data Consumer Not specified N First Name Last Name Street Address City State Province California ZIP Postal code Daytime phone Evening phone Email Address UPDATE CANCEL MSB Parent Training Guide 26 of 51 Heartland District Settings SCHOOL The District Settings page shows general information for the district such as their desired contact information and their general settings
37. st Environments The parent will be able to select a store such as Cafeteria Meal Payments or School Supplies This will depend on the stores that have been set up for the school district that the student attends If there are only cafeteria payments available the parent will automatically be directed to the cafeteria payment options To make a payment the parent will need to first select an amount to pay within the individual school districts maximum payment limits This is typically a range of 1 to 120 However this limit may vary depending on the district s agreement with MySchoolBucks Note On this screen amounts in red have fallen below their low balance amount Once the balance is funded the box will turn gray Place Order HOME gt MEALACCOUNTS gt PLACE ORDER STUDENT BALANCE SELECT AMOUNT Erin Adams 2 00 0 OTHER Jaden Adams 9 00 0 OTHER Michelle Adams 0 00 0 OTHER Rose Adams 0 00 0 OTHER MSB Parent Training Guide 16 of 51 Lei zi Heartlan SCHOOL Next the parent will select a payment method either eCheck or Credit Card When writing an eCheck select the checking account from the drop down menu When using a credit card select a credit card from the drop down menu If the preferred payment method does not appear in the menu click Enter a new checking account to enter a new eCheck account or Enter a new credit card to enter a new credit card Choose a payment method Subtotal
38. te Bull to When balance lt 10 00 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 Recent Payments Date Item Billed To Amount Jun 25 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 25 00 Jun 25 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 25 00 Jun 23 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 25 00 Jun 23 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 45 00 Jun 20 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 35 00 Jun 20 2014 HIGH SCHOOL SOUTH Cafetena Visa ending in 1111 25 00 If the balance has been updated AFTER the date of the most recent prepayment but the prepayment is not displayed as a credit in the students cafeteria purchases the issue is identified as an unapplied prepayment This issue will need to be documented and escalated for resolution by a Super User account MSB Parent Training Guide 48 of 51 Sai Heartland SCHOOL No Email Notification First ensure that the student s balance has fallen below the low threshold amount Also verify that the parent has signed up for the low balance email notifications and that the email address on file is correct If these are correct instruct the parent to check their spam junk mail and ensure that their email service provider is not blocking the notifications Edit Student First Name Erin Last Name Adams School Heartland Primary School Grade K School Heartland Primary School Grade K ivi Send email when mea
39. tudent Price 15 00 Three Or More Student Price 27 00 Allow Pay As You Go program fee option No Membership Options indicates required field Enable Memberships ECCO PAY Individual Pricing per school year One Student Price 8 EccoPay Group OR Individual Pricing per school year EccoPay Group Pricing per school year Two Student Price E Group pricing per month 1 to 12 month options Group pricing per quarter 3 6 9 or 12 month options Three Or More Student Price m ONE PAY Group OR Individual Pricing per year e checks only One Pay Group Pricing per year e checks only One Pay Individual Pricing per year e checks only UPDATE CANCEL Allow Pay As You Go program fee option MSB Parent Training Guide 28 of 51 fay Heartland SCHOOL Payment Options The Payment Options page displays the current general payment options for the district Payment Options Edit Payment Options Enable automatic payments based on low balance Automatically post reversing payment for canceled checks Payment Gateways To view the Gateways for the district click Payment Gateways from the District Setup page These are the settings for the Gateways that all payments are processed through For example Heartland credit cards will typically be identified as HPS Food Services while eCheck payments will be identified as HPS ACH Food Services Payment Gateways Add Gateway o Colonnade e Check I Foodserv
40. u The Student is the number that is assigned by the school district while the Student ID is the identification number issued by MySchoolBucks Parents will only be prompted for the Student when adding their student Manage Students School District Heartland School District Add Student SEARCH Any School Ki Student ID Name Student Provider 1708 Abalos Amaya 189296 Food 1708 Abalos Amaya 189296 Food Services A 319 Abbott Janet A 000001 Food A 319 Abbott Janet A 000001 Food Services 4763 Abbotts Rileys 171998 Food Services 4763 Abbotts Rileys 171998 Food A 1 Abel Deborah A 001028 Food A 1 Abel Deborah A 001028 Food Services A 3 Abel Erica A 000002 Food Services A 2 Abel Erica A 000002 Food 4432 Abrego Jacobi 233657 Food Services MSB Parent Training Guide 34 of 51 Heartland SCHOOL Clicking a student s name will direct you to the student s detail page Here you can view the school site birthdate and active status of the student When parents are adding a student to their account this is the information that the system checks against Note Adult or employee accounts are usually identified with an A preceding their Student number and or Student ID Student Add Student Edit Student Student ID 1708 Disable Student First Name Amaya Last Name Abalos Student 189296 Provider Food Services Birthdate Eligibility Paid Is Adult No Display account balances Ye Display c
41. udent Graphic Name No Graphic Alignment When a payment is made Send an email notification to Send an email notification to the school No Update the account balance No Available to students at the following school s Harvey High School Food Services Challenge Academy Food Services E MSB Parent Training Guide 37 of 51 Heartland SCHOOL Reports Reporting in MySchoolBucks is a feature that is only available to district administrators and Support accounts Administrators utilize these reports to reconcile their bank deposits as well as their POS software reports Welcome Scott Siegel v Admin Tools v Heartland School District System Setup SCHOOL Manage Districts Q Search Users Load Test Environments 7 Welcome to our new MySchoolBucks website amp Training Payment Reports Payment reports display all transactions processed through MySchoolBucks by request date and time There are two types of Payment Reports Payment Report Summary and Payment Report Detail Reports School District Heartland School District avmen Payment Report Summary Payment Report Detail CASBO Report Daily Batch Report Summary Daily Batch Report Detail G L Transaction Report Invoice Report Tools Payment Transactions Deposit Reconciliation Web Forms Web Form Report Schools Student Report Purchase Report Acct Balance Report Stats Website Stats Report MSB Parent Traini
42. ult edit food services Food Services edit Food2 Food edit 6868686 ptest edit Manage Balance Accounts Balance accounts are a part of the payment structure that exists behind the scenes in MySchoolBucks These are set up to hold and display balance information within parent accounts Click the name of a balance account to display details of the account Manage Balance Accts School District Heartland School District Add Account Acct ID balancedueacct 1 mysb membership mysb sponsors select MSB Parent Training Guide Name balance due accts Cafetena Provider Food Services Food Services mySchoolBucks Membership Fees Default mySchoolBucks Sponsors Default Department Food Services 32 of 51 Wi pal Heartland SCHOOL Note In some situations all schools will be assigned to one specific balance account while there are some school districts that have separate balance accounts designated for each site Add Account Edit Account Reset All Balances Acct ID 1 Disable Account Name Cafeteria Acct Type Credit Balance Provider Food Services Department Food Services System Account No Send low balance email to parents Yes Send fee uploaded email to parents No Schools Harvey High School Food Services Heartland School of Music Food Services Challenge Academy Food Services Heartland Intermediate HP Miles Campus Food Services Heartland Elementary School Food
43. umber e 9856 Bank Acct Type Checking HSS Customer Code MSB Parent Training Guide 30 of 51 4 Heartland SCHOOL Manage Payment Methods To view the payment methods accepted for a school district from the District Setup menu click Manage Payment Methods The payment method details will display the Gateways that utilize the specific payment methods Manage Payment Methods School District Heartland School District Add Payment Method food services Food Services edit mysb membership mySchoolBucks Membership Fees edit Clicking the name of a payment method displays details for the payment method Payment Method Add Payment Method Edit Payment Method Disable Payment Method Method ID food_services Name Food Services System Method No Non Subscriber Gateways Subscriber Gateways Visa invoice demo invoice demo Mastercard invoice demo invoice demo Amer Express invoice demo invoice demo Discover invoice demo invoice demo eCheck 0 0 OnePrinceton default default MSB Parent Training Guide 31 of 51 NAV DS ga l E L gt L s Heartland SCHOOL lt wa Ee LAL an 8 Four em i i VE MEDEO CA TIONS Ai T RS K A te DUL Manage Providers The Manage Providers page lists the software provider for each school district for example Nutrikids eTrition 7 etc Manage Providers School District Heartland School District Add Provider Provider ID Name default Defa
44. wever many district cafeteria purchases will only display activity such as purchases and deposits In addition to cafeteria purchases this page also has tabs that display recent payments and scheduled payments Click the Recent Payments tab to view payments made recently to your students accounts Click Scheduled Payments to view payments that are pending Prepayments should display in cafeteria purchases and increase the students balance within 2 business days after the date of the prepayment CAFETERIA PURCHASES RECENT PAYMENTS SCHEDULED PAYMENTS Cafeteria purchase history is displayed for up to three months Adams Erin Account Serving Payment Amount Balance Period Type No purchases found Adams Jaden Account Serving Payment Amount Balance Period Type No purchases found Adams Michelle Account Serving Payment Amount Balance Period Type No purchases found Adams Rose Account Serving Payment Amount Balance Period Type No purchases found MSB Parent Training Guide 15 of 51 pl HEG Make a Payment To process a prepayment the parent will select the Make a Payment option in the Meal Accounts drop down menu This will navigate them to the Place Order page SCHOOL HOME MEAL ACCOUNTS SCHOOL STORE Q Oitems 0 00 ei View Account Balances Meal Accounts HOME gt MEAL ACCOUNTS Make a Payment os Cafeteria Meal History Welcome to the Heartland School District Pay Load Te
Download Pdf Manuals
Related Search