SKYWARD iCON 2017 · 2017-03-03 · Bank Reconciliation: Step 1 Select account to be reconciled to...
74
Transcript of SKYWARD iCON 2017 · 2017-03-03 · Bank Reconciliation: Step 1 Select account to be reconciled to...
SKYWARD iCON 2017
The Mobile-Friendly RevTrak Web Store
Quick Connect
Reconciliation
RevTrak and Qmlativ Update
Buckle your seatbelt for a fast ride through
RevTrak Quick Connect with
Skyward and the completely
Mobile Friendly Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
Mobile Friendly Look
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Parents will see the balance has changed when they add an amount to pay
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
The Mobile-Friendly RevTrak Web Store
Quick Connect
Reconciliation
RevTrak and Qmlativ Update
Buckle your seatbelt for a fast ride through
RevTrak Quick Connect with
Skyward and the completely
Mobile Friendly Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
Mobile Friendly Look
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Parents will see the balance has changed when they add an amount to pay
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
RevTrak Quick Connect with
Skyward and the completely
Mobile Friendly Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
Mobile Friendly Look
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Parents will see the balance has changed when they add an amount to pay
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
Mobile Friendly Look
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Parents will see the balance has changed when they add an amount to pay
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
Mobile Friendly Look
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Parents will see the balance has changed when they add an amount to pay
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Mobile Friendly Look
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Parents will see the balance has changed when they add an amount to pay
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Parents will see the balance has changed when they add an amount to pay
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Parents will see the balance has changed when they add an amount to pay
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Parents will see the balance has changed when they add an amount to pay
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Add other items to Shopping Cart
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Parents can shop for many other items before checkout Checkout RevTrak updates Skyward in real-time
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
View Updated Payments
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
RevTrak Quick Connect also works
with the current Web Store
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Parents have TWO options1 Via SFA
Two logins SFA then RevTrak to check out
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Parents have TWO options 2 Straight to RevTrak from district website
One login To RevTrak (no SFA login after 1st payment)
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
View all Food and Fee accounts for all students on one screen Content will adjust to available screen size
NOTE Mobile friendly RevTrak home and checkout screens arriving soon
Mobile Friendly Skyward Quick Connect
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Add any amount to Food Service accounts or quickly add a suggested preset Click ldquoAdd to Cartrdquo
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Click on studentrsquos name to add required and optional fees Go to Checkout when done
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Parents can shop for many other items before checkout (if district is selling other items) Checkout RevTrak updates Skyward in real-time
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
View Updated Payments
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Ready to make a switch
To get Quick Connect installed
email ezhelprevtrakcom
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
RevTrak Web StoreOther types of payment items
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
New Product Pages
Drop downs for collecting info (like size) andor changing price (number of tickets etc)
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
ldquoAny Amountrdquo Items Collect Info
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Enter Last Name and ID to identify student
Address Block
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
CAN RECONCILIATION BE EASY
YES
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
RevTrak Portal ndash Use for
RevTrak Reporting Tools
All Reconciliations Bank (Single amp MDArsquos) Food Service Fee Management
Skyward Finance Posting Report Parentrsquos payment records Voids and Refunds
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Reconciliation Start to Finish1 Reconcile Bank Statement2 Reconcile RevTrak to Skyward3 Update Finance
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
BANK RECONCILIATION(OFTEN PERFORMED 1ST OF MONTH)
3 Easy Steps 1 Pull a report for a range of dates to find the first and last deposits
showing on your current bank statement
2 Re-run the RevTrak report for the correct dates
3 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 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Bank Reconciliation
Bank Reconciliation Step 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Bank Reconciliation Step 1Select account to be reconciled to the bank Run range of dates
Pull a report for a range of dates to find the first and last deposits showing on your currentbank statement A good starting date range is from the 25th of the previous month to theend of the month being reconciled In the above example we are trying to reconcileFebruary so we used 1252016 to 2292016
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
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 tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Bank Reconciliation Step 3
Compare totals with your bank statement OR lay the RevTrak report side by side with your bank statement and tick off the deposits
Will reconcile to the penny
If not call us
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Itrsquos a piece of cake
Bank Statement Reconciled
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
RevTrak Merchant Statement
Arrives via email within the first 5-business days of month
Bill for Services Details RevTrak deposits Compare to RevTrak Deposits by Date
Shows total of RevTrak fees to be debited
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Merchant Statements
Arrive via email
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
RevTrak Merchant Statement
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Fees Owed
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Daily Deposits
BEFORE Always one-day difference Will match RT Reports from 131 to 228NOW (as of Sept 2016) Will match RT Reports from 21-229
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Merchant Statements
RevTrak debit for fees occurs two business days after district receives the statement
Use the Merchant Statement to know how much the debit is going to be for last monthrsquos fees
Make sure there is enough money in the bank account(s) to cover the debit for fees
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Itrsquos a piece of cake
Merchant Statement Audited
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Skyward Food Service Reconciliation
Option 1 Using Skyward Food Service Report
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Step 1 Run RevTrak Report
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Summary Report
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Detailed Report
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Step 2 Find the Skyward credit card payment
totals in the Food Service module
Login to Skyward
Click Student Management
Click Food Service
Click Reports
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Step 2 continued
bull Click Payment Totals Report
bull Enter Template Description (if desired)
bull Enter yesterdayrsquos date
bull Choose P=Payment
bull Check Credit Card Entry
bull Click Save
bull Click Print
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Reconciled Option 1
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Detailed ReconciliationSkyward
RevTrak
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Itrsquos a piece of cakeSkyward Food Service Reconciled
in 10-minutes or less
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
RevTrakSkyward
Fee Management Reconciliation
(Quick Connect Integration)
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Use Fee Management Reports (NOT Family Access Reports)
Step 1 Run the Fees Paid Report
Your screen may look like the above for Entity choices depending on your permissions Reconcile by campus or entire district
Skyward Fee Mgt gt Administration gt Reports gt Fees Paid Report
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Step 2 Skyward Fees Report in the RevTrak Portal
Remember payments happen 24 hours per day Donrsquot use todayrsquos date in either field
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Step 3 Compare RevTrak to Skyward all entities
If reconciling entire district compare the RevTrakrsquos Sub Total to your Skyward report
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Step 3 Compare RevTrak to Skyward one entity
Compare the totals by Entity If you want to see the detail re-run the RevTrak Report with ldquoSummaryrdquo unchecked
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Itrsquos a piece of cakeAll Fee Payments Reconciled
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
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
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Example of Posting File
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Three Steps to Complete the Upload
1 Download the RevTrak posting file and REVIEW the file
2 Attach the file to Skyward Cash receipts template upload the file and VERIFY
3 Create the Skyward batch and POST
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Time for Cake In just a short time we have Reconciled the bank statement for RevTrak payments Noted the Merchant Statement in preparation for the debit for fees Compared RevTrakrsquos report of payments to Skywardrsquos penny perfect Prepared a file to upload to Skyward Finance
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
RevTrak and Qmlativ Update
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Questions
Email ezhelprevtrakcom
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Thank you for attending
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
RevTrakSkyward Reconciliation
(Legacy Integration)
Note this process does Food Service as well not just Fee Management
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Options for Reconciliation
Centralized for Entire District All Entities
De-centralized One Entity
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Step 1 Run Integration Reconciliation Report
(works for all integrations)
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Centralized Districts compare Grand Total from RevTrak to SkywardDe-Centralized Districts compare total for your site to Skyward
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Entire District
Use Family Access Reports (NOT Fee Management Reports)
Step 2 Run the matching Skyward Report
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
To reconcile one entity
Step 3 Compare Reports
This process reconciles food and fees Use the Skyward report to see the subtotals by Food Service and Fee Management
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Itrsquos a piece of cakeAll SFA Payments Reconciled
(Not just Fees)
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
Questions about Reconciliation
Please contact ezhelprevtrakcom
We will determine what you need send you step-by-step guides and personally hold your hand (virtually) through the training
