Fasten your seatbelt for a quick trip through:

Transcription

1 Skyward icon 2018

2 Fasten your seatbelt for a quick trip through: RevTrak s history with Skyward Quick Connect and the mobile-friendly Web Store Reconciliation reports and Skyward Finance extract RevTrak and Qmlativ update

3 FAMILY ACCESS History of the Interface 2004 Basic export Food 2006 File Drop Food & Fees 2008 Web Service Food & Fees 2017 Quick Connect interface with Skyward 2018 RevTrak interface with Qmlativ

4 RevTrak Quick Connect with Skyward and the completely mobile-friendly Web Store

5 REVTRAK & SKYWARD Integration Versions 1 2 Legacy Quick Connect

6 PARENT EXPERIENCE In Skyward

7 START WITH FOOD OR FEES & MAKE A PAYMENT

8 ADDING FOOD SERVICE

9 ADDING FEES

10 ADDING OPTIONAL FEES

11 SELECT FEES

12 PAY WITH REVTRAK

13 REVTRAK QUICK CONNECT Payment built in RevTrak, not SFA Parent may begin at SFA or RevTrak Faster, fewer clicks & no pop-ups Mobile-friendly, responsive design Parent can see Make a Payment in the Skyward app No longer a need for Abandoned Payment Utility (APU)

14 PARENTS MAY BEGIN AT SFA Two Logins: SFA, then RevTrak to check out.

15 One Login: RevTrak (no SFA after first payment). OR REVTRAK

16 MOBILE-FRIENDLY

17 FOOD SERVICE Individual Accounts vs. Family Accounts

18 ADD FOOD SERVICE

19 ADD REQUIRED & OPTIONAL FEES

20 ADD OTHER ITEMS TO SHOPPING CART

21 MOBILE-FRIENDLY CHECKOUT

22 VIEW UPDATED PAYMENTS

23 RECAP: Quick Connect Benefits Easy use for parents at any time, on any device Everybody has access on their mobile devices 100% accessible 100% of the time to parents Abandoned Payment Utility (APU) obsolete

24 Ready to make a switch? To get started with Quick Connect, EZHelp@RevTrak.com.

25 RevTrak Web Store Other Types of Payment Items

26 SPIRIT WEAR Drop downs for collecting info (like size) and/or changing price (number of tickets, etc.)

27 DONATIONS, FEES, ETC. Open Payment Free Type

28 COLLECT INFORMATION Student ID Lists Contact Info

29 CAN RECONCILIATION BE EASY? YES!

30 REVTRAK PORTAL REPORTS RevTrak Portal is used for All Reconciliations Bank (Single & MDAs) Food Service Fee Management Skyward Finance Posting Report

31 RECONCILIATION Start to Finish Reconcile Bank Statement Reconcile RevTrak to Skyward Update Finance

32 3 Easy Steps 1 BANK RECONCILIATION (often performed 1 st of the month) Pull a report for a range of dates to find the first and last deposits showing on your current bank statement. 2 3 Re-run the RevTrak report for the correct dates. Compare totals with your bank OR lay the RevTrak report side by side with your bank statement. Will reconcile to the penny. If not, call your RevTrak specialist and we will resolve. If it takes longer than 10 minutes - call us!

33 BANK RECONCILIATION

34 BANK RECONCILIATION Step 1: Select a deposit account and date range. Pull a report for a range of dates to find the first and last deposits showing on your current bank statement. A good starting date range is from the 25 th of the previous month to the end of the month being reconciled. In the above example, we are trying to reconcile February, so we used 1/25/2016 to 2/29/2016.

35 BANK RECONCILIATION Step 2

36 BANK RECONCILIATION Step 3 Compare totals with your bank statement OR lay the RevTrak report side by side with your bank statement and mark off the deposits. Should reconcile to the penny. If not, call us!

37 RECONCILING RevTrak Merchant Statement Sent via within first 5 business days of the month Bill for services, details RevTrak deposits (compare to RevTrak Deposit by Date) Displays total of RevTrak fees to be debited

38 MERCHANT STATEMENTS (sent via )

39 MERCHANT STATEMENTS Example

40 FEES OWED

41 DAILY DEPOSIT BEFORE: Always a one-day difference. Will match RevTrak reports from 1/31 to 2/28. NOW (as of 9/2016): Will match RevTrak reports from 2/1 to 2/29.

42 MERCHANT STATEMENT RevTrak debit for fees occurs two (2) business days after district receives the statement. Use the Merchant Statement to identify the total debit for last month s fees. Make sure there is enough money in the bank account(s) to cover the total debit for fees.

43 SKYWARD Food Service Reconciliation Option #1 Use Skyward Food Service Report

44 1 REVTRAK REPORT Run the report in RevTrak Portal.

45 1 REVTRAK REPORT Summary Report

46 1 REVTRAK REPORT Detailed Report

47 2 SKYWARD REPORT Find the card payment in the Food Service module. 1. Log into Skyward. 2. Click Student Management. 3. Click Food Service. 4. Click Reports.

48 SKYWARD REPORT Step 2 continued 2 (continued) 1. Click Payment Total Report. 2. Enter a template description (optional). 3. Enter yesterday s date. 4. Select P=Payment. 5. Select Credit Card Entry. 6. Click Save. 7. Click Print.

49 3 RECONCILIATION COMPLETE!

50 DETAILED RECONCILIATION SKYWARD REVTRAK

51 REVTRAK/SKYWARD Fee Management Reconciliation Option #2 Quick Connect Integration

52 RECONCILIATION OPTIONS A B Centralized (Entire District) All Entities De-centralized One Entry

53 1 FEES PAID REPORT Run the report in Skyward Fee Management (under Admin). Your screen may look like the image below for entity choices, depending on your permissions. Reconcile by campus or entire district. Use Fee Management Reports (not Family Access Reports).

54 2 SKYWARD FEES REPORT Run the report in RevTrak Portal. REMINDER Payments happen 24 hours a day. Don t use today s date in either field.

55 3 COMPARE THE TWO REPORTS Compare RevTrak s report to Skywards, for all entities. Reconciling the entire district? Compare RevTrak s subtotal to the Skyward report.

56 3 COMPARE THE TWO REPORTS Compare RevTrak s report to Skywards, for one entity. Compare the totals by entity. If you want to see the detail, re-run the RevTrak Report with Summary unchecked.

57 SKYWARD FINANCE EXTRACT Posting file created by RevTrak Users manually import the file to Cash Receipts module of Skyward Finance SkyBuild Skyward web import module

58 POSTING FILE Example

59 3 STEPS TO COMPLETE UPLOAD Download the RevTrak posting file and review the file. Attach the file to Skyward Cash receipts template, upload the file and verify. Create the Skyward batch and post.

60 REVTRAK & QMLATIV Update

61 Questions?