Welcome! We’ve put together simple, self-guided training materials that are designed to teach and empower new users and accounting administrators to quickly master Vanco's Web Store, unlocking your full potential. We are here to support you every step of the way, ensuring you save time and streamline your processes. Click on the links below to become a Web Store master!
Part 1: Welcome to Your Vanco Web Store (estimated training time: ~33min)
Web Store Overview (~2 min) - An introduction to the Web Store's features and how we'll help you save time
How to Manage My Account (~2 min) - How to log in to your Web Store and manage your account features
How to Add a User and Manage User Permissions (~2 min) - (For Admins) How to add Web Store users
How to Create a Custom Job Title (~6 min) - (For Admins) How to limit permission levels for other users, create custom job titles and more
Reporting Options Overview in Web Store (~2 min) - See all the different reports you can pull
How to Build a Web Store Parents Will Love (~21) - Track less cash and get fewer calls to your office by increasing Web Store adoption and making it easy for district families to use
Part 2: Getting Started with Your Web Store (estimated training time: ~38 min)
How to Create a Web Store Item from Scratch (~5 min)- Create an item in your Web Store in just 3 easy steps
How to Add a Donation Button to Your Web Store (~7 min) - Make it easy for people to donate
How to Import a List in Web Store (~2 min) - (For Admins) Learn how to import student lists
Your Trail Guide to a Cashless Campus (~26 min) - Learn best practices on creating a cashless campus using Vanco's Web Store
Part 3: Common Reports in Your Web Store (total estimated training time: 25 min)
How to View Item History Report and More (~3 min) - Watch this video to learn where to pull reports and how to view an item history
How to Reconcile to Your General Ledger by Deposit (~2 min) - Use this guide to help reconcile your GL by deposit
How to Pull a Transaction Details Report by Department (~2 min) - This report will pull all transaction details by department
How to Reconcile to Your Bank and Pull Gross Reports (~3 min) - How to pull a Gross Report by date, deposit account and more
How to Reconcile a Bank Deposit (~2 min) - These are guides for deposit reconciliation and reconciling net deposits to your bank
How to Pull a Bank Settlement Report (for CXP users) (~4 min) - Reconciling your bank deposits and General Ledger for CXP users
How to Reconcile to Your 3rd Party Integrations (~2 min) - Including your SIS and any other integrations your district may be using
Part 4: Pave the Path to a Cashless Campus with These Other Amazing Resources (~15 min)
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How to Submit an Item Build Request (~6 min) - Check out this video on how to submit a Build Request form for your Web Store
- How to Communicate with Parents about Web Store (~5 min) - Get the word out to parents and families about Vanco so they know where to make payments. The Parent Communication Kit includes emails, letters and presentation templates. (It’s in English & Spanish!)
- Common Fall Fees - Prepare for fall with this Fall Fees checklist
- Cashless Campus Checklist - Check out our checklist to see if you’ve gotten all your school fees in RevTrak
- The 105 Point K-12 School Audit Checklist - Get ready for audit season with our helpful guide
- Budgeting in Education: Comprehensive Guide - Preparing for your next school budget? Use our template to help
Say goodbye to countless hours reconciling and hello to a streamlined, efficient Web Store with Vanco! Thank you for choosing to partner with Vanco. If you have any additional questions, feel free to get in touch with us here 888.847.9885 or email service@revtrak.com.