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Useful InformationIf you wish to take products offline to stop parents paying (e.g. after a trip has completed, during financial year end, setting up a new bank account or another cut-off period), you can remove each product as follows: |
Take Products Offline
1. Check which items are currently available online
Click
onon Reports
Click
onon Online reports
Click
onon Online catalogue items report
- Click
Click OK
...
2. To remove Trips available online
Click
onon Trips and events
- Click
Click once
onon the trip
Click
onon Change trip
Remove the tick
fromfrom Trip available online
Click
onon Save and exit
...
3. To remove Dinner Money/Extended Day Clubs
Click
onon Configuration
Click
onon Banking configuration
Click
onon Pre-payment accounts
Click
onon Dinner money
Remove the tick
fromfrom Available online
Repeat for any Extended Day clubs
Click Done
Please note if you would like to take multiple clubs offline at once, you can untick 'Available online' for each club before clicking Done.
...
4. To remove Cashless catering
Click
onon Configuration
Click
onon Banking configuration
Click
onon Pre-payment accounts
Click on
thethe Cashless Catering account
Remove the tick
fromfrom Available online
Click
onon Done
...
5. To remove Products (e.g. Uniform, Revision Guides)
Click
onon Configuration
Click
onon Income configuration
Click
onon Products
Click on
thethe product
Remove the tick
fromfrom Available online
Repeat for all products
Click
onon Done
Generate the the Online catalogue report (step 1) again to ensure the relevant products have been removed.
...
If you wish to cancel and stop using SCOPAY altogether, please carry out the following extra steps:
6. To remove Payment Gateway details in Schools Cash Office
Click
onon Configuration
Click
onon Banking configuration
Click
onon Bank accounts/cost centres
Click on
thethe Bank account name
Change the Online payments option
toto <None>
(this would have displayed SCOPAY, Hampshire CC ePayments, Portsmouth ePayments, Southampton CC ePayments or Southampton CC XPay)Repeat for any other bank accounts
...
7. Remove any links to http://scopay.com
Check your website to see if there are any links to scopay.com that need to be removed.
...
8. Unlink pupils from their SCOPAY accounts
If you choose to you can unlink individual pupils from their SCOPAY account:
Click
onon Configuration
Click
onon Account configuration
Click
onon Online users
Click on the plus sign next to
thethe Pupil's name
Click on
thethe email address
On the right hand side,
clickclick Unlink
againstagainst any linked pupils
Repeat for all pupils
Click
onon Done
Alternatively, you can request that parents unlink their own children with the following instruction:
Login to your scopay.com with your email address and password
Click
onon Your info
Click
onon Link accounts
- Click
Click Unlink account
againstagainst any linked pupil
- Click
Click OK
Click Click Logout
If you wish to stop using Tucasi Schools Cash Office, please notify our Operations Team that you wish to terminate your contract by sending an email to operations@tucasi.com.
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