Training & Consultation
Live online sessions with Tucasi product experts
New Starter/Refresher Courses
Get started with ….SCO (1hr session)
- Navigating around SCO
- Overview of each tab available in SCO
- How to use the Help button
- Pupil data imports
- Online access letters
- How parents create accounts
- Overview of SCOPAY
- Help page for parents
- SCO Q&A
Price £115 + VAT
Get started with...Dinner Money (1hr session)
- Overview of dinners screen
- Adding meals
- How to run the kitchen report
- Dinners today report
- Debt reports and debt chasing
- Weekly catering return
- Statements
- Dinner Money Q&A
Price £115 + VAT
Get started with...Extended Day (1hr session)
- Overview of extended day screen
- Adding sessions
- How to run the attendance report
- Debt reports and debt chasing
- Statements
- How to use childcare vouchers
- Using cohorts if applicable
- Extended Day Q&A
Price £115 + VAT
Get started with...Trips & Events (1hr session)
- How to create a trip
- How to create a ‘first come first serve’ trip/activity club
- How to create a form for parents to complete
- Payment schedules
- Pupil discounts (including Pupil Premium)
- Reports
- Debt chasing
- Trips & Events Q&A
Price £115 + VAT
Get started with... Communications (1hr session)
- Adhoc messages
- Scheduling messages
- Sending messages for debts
- Using and editing templates
- Message history log
- Sending messages from home
- Communications Q&A
Price £115 + VAT
Get started with...Parents Evening (1hr session)
- How to create a meeting
- How to book appointments
- Reports
- Parents Evening Q&A
Price £115 + VAT
Business Manager + Finance Officer Training (2hr session)
- SCO overview
- Banking / reconciliation
- Refunds process
- Financial reports
- Users and permissions
Price £230 + VAT
Existing User Courses
General Consultation Session
Spend up to an hour with one of our consultation experts to cover your chosen agenda and discuss your use of Schools Cash Office to ensure best practice.
This session is suitable for all Schools Cash Office users and could cover a variety of modules, along with a Q&A session to answer your queries.
Price £115 + VAT
Debt Management Consultation
Spend up to an hour with one of our consultation experts to look at best practice and options for minimising and managing debt within Schools Cash Office.
This course is designed for schools who have high levels of debt and want to reduce the amount of time they currently spend managing debt levels.
Areas for discussion:
- Using online ordering
- Parental Alerts
- Monthly Billing
- Debt reports & statements
- Mail merge & communications
- Using report filters
- Using Payment Schedules in Trips
- Trip reports
- Extended Day Debt Analysis Report
Price £115 + VAT
Trip Form Management Consultation
Spend up to half an hour with one of our consultation experts to look at best practice and options for managing consent and collection of information.
This course is designed for Trips & Events users who currently collect essential data from parents (eg paper or Google Forms)
Areas for discussion:
- Creating new forms
- Question styles
- Editing existing forms
- Managing, viewing and exporting responses
- Cloning existing forms
Price £60 + VAT
Gift Aid Management
Spend up to half an hour with one of our consultation experts to look at Schools Cash Office’s Gift Aid functionality and help you to claim back 25% from the Government for your fundraising activity.
This course is designed for Academies, Independent Schools and other institutions who have charitable status and want to reduce the administrative burden of reporting and claiming Gift Aid due from their parental payments.
Areas for discussion:
- Configuring for Gift Aid
- Identifying items for Gift Aid
- Registration of Gift Aid Payers
- Reporting for HMRC
Price £60 + VAT
Parents Evening Consultation Session
Spend half an hour with one of our consultation experts to configure your next Parents Evening Meeting.
This course is designed for schools using the Parents Evening Module, who want to set up their next meeting for online or school bookings.
- Create meeting
- Assign Staff/Pupils
- Configure breaks
- Configure locations
- Publish online
Price £60 + VAT
Banking and Bank Rec Consultation Session
Spend up to an hour with one of our consultation experts to look at managing bank accounts and reconciling bank statements.
This course is designed for schools who have a separate school fund or PTA account which can be managed entirely within Schools Cash Office. For schools who manage their bank account(s) via a separate finance package we can advise on the best alternative course.
Areas for discussion:
- Banking Overview
- Managing cost centres
- Recording non-pupil based income and expenditure
- Managing the banking process
- Reconciling bank statements
- Viewing deposits and statements
- Online transactions
- Reports
- Best practice
- Q&A
Price £115 + VAT
Online booking for School Dinners Session
Spend up to half an hour with one of our consultation experts to explore parents ordering meals online and how to configure a rotating menu.
This session is suitable for all Schools Cash Office users who have the dinner money module.
Areas for discussion:
- SCOPAY screen
- Configuration options
- Advanced booking limits
- Attachments
- Adding a menu/meal descriptions
- Adding an event menu
- Q&A
Price £60 + VAT
Online booking for Extended Day Session
Spend up to half an hour with one of our consultation experts to explore parents booking sessions online and using childcare/tax free vouchers.
This session is suitable for all Schools Cash Office users who have the extended day module.
Areas for discussion:
- SCOPAY screen
- Configuration options
- Managing Childcare Voucher payments
- Advanced booking limits
- Attachments
- Reports
Price £60 + VAT
We offer a wide range of training courses which can be adapted to suit your bespoke requirements.
Recommended training packages
New team member training:
For new users – find out all you need to know when getting to grips with our modules with our ‘Get Started’ training options for each module.
We also have specific training for business managers and finance officers.
Refresher training:
Brush up on your skills and get more from our software. Improve user skills and learn new tricks.
Financial and Academic Year End:
Beat that dreaded year-end clean up. Our training team will refresh your data and system, getting you ready for the new term.
Bespoke training:
Want something specific? To book a training package contact our dedicated Training Team today on 02380 016 563 (option 2) or email.
Training enquiry form
What people say
