Skyward icon 2018
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
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
RevTrak Quick Connect with Skyward and the completely mobile-friendly Web Store
REVTRAK & SKYWARD Integration Versions 1 2 Legacy Quick Connect
PARENT EXPERIENCE In Skyward
START WITH FOOD OR FEES & MAKE A PAYMENT
ADDING FOOD SERVICE
ADDING FEES
ADDING OPTIONAL FEES
SELECT FEES
PAY WITH REVTRAK
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)
PARENTS MAY BEGIN AT SFA Two Logins: SFA, then RevTrak to check out.
One Login: RevTrak (no SFA after first payment). OR REVTRAK
MOBILE-FRIENDLY
FOOD SERVICE Individual Accounts vs. Family Accounts
ADD FOOD SERVICE
ADD REQUIRED & OPTIONAL FEES
ADD OTHER ITEMS TO SHOPPING CART
MOBILE-FRIENDLY CHECKOUT
VIEW UPDATED PAYMENTS
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
Ready to make a switch? To get started with Quick Connect, email EZHelp@RevTrak.com.
RevTrak Web Store Other Types of Payment Items
SPIRIT WEAR Drop downs for collecting info (like size) and/or changing price (number of tickets, etc.)
DONATIONS, FEES, ETC. Open Payment Free Type
COLLECT INFORMATION Student ID Lists Contact Info
CAN RECONCILIATION BE EASY? YES!
REVTRAK PORTAL REPORTS RevTrak Portal is used for All Reconciliations Bank (Single & MDAs) Food Service Fee Management Skyward Finance Posting Report
RECONCILIATION Start to Finish 1 2 3 Reconcile Bank Statement Reconcile RevTrak to Skyward Update Finance
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!
BANK RECONCILIATION
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.
BANK RECONCILIATION Step 2
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!
RECONCILING RevTrak Merchant Statement Sent via email 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
MERCHANT STATEMENTS (sent via email)
MERCHANT STATEMENTS Example
FEES OWED
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.
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.
SKYWARD Food Service Reconciliation Option #1 Use Skyward Food Service Report
1 REVTRAK REPORT Run the report in RevTrak Portal.
1 REVTRAK REPORT Summary Report
1 REVTRAK REPORT Detailed Report
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.
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.
3 RECONCILIATION COMPLETE!
DETAILED RECONCILIATION SKYWARD REVTRAK
REVTRAK/SKYWARD Fee Management Reconciliation Option #2 Quick Connect Integration
RECONCILIATION OPTIONS A B Centralized (Entire District) All Entities De-centralized One Entry
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).
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.
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.
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.
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
POSTING FILE Example
3 STEPS TO COMPLETE UPLOAD 1 2 3 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.
REVTRAK & QMLATIV Update
Questions? EZHelp@RevTrak.com