Welcome to the Esber Cash Register 2013 OEDSA Fall Conference Presentation

1. Welcome to the Esber Cash Register 2013 OEDSA Fall Conference Presentation Esber Cash Register Bob Reolfi Bobr@ecrpos.org 1-800-669-0792

2. Bob Reolfi – Sales Manager for Esber Cash Register – Canton, Ohio • Data Business Systems – QSP Products – SDMS, QSP Point of Sale, Pay For It and FORMAT • What we want to do for Districts is to increase Productivity, add Functionality and Save them Money. How do we do that?

3. We market a suite of Products that fully integrates with your Student Information System for the purpose of: • We can Eliminate Manual File Importing or Hand entering Student Information into the Cafeteria POS, Free & Reduced Application processing Software, the Online Payment System as well as other District programs using this Data • We can Eliminate Manual Posting of Online Fee Payments for Districts to the Districts Student Information System • We can Eliminate Manual Posting of Fee Payments Brought into the individual Schools to the Districts Student Information System • We can Eliminate Manual receipting of Fee Payments by General Ledger Code to Ohio’s USAS Accounting Software

6. SDMS – Student Database Management Software Developed by Data Business Systems (QSP) in 1998 to provide an interface for automatically importing student information from SASI and the original PowerSchool Student Information Systems. SDMS now controls all QSP Products and interfaces with Student Information Systems.

7. SDMS Integrates with all Student Information Systems ex; DASL, PowerSchool, Infinite Campus • In Ohio, we have 3 Primary SIS systems, DASL, PowerSchool and Infinite campus. We have integrated with all of them • For the FSD we pull student information automatically. • For the Administration we pull Student Fees and post them back when paid online and also from our PASS Secretary Screens • This Level of Integration sets us apart from our competition

8. All future QSP programs will run through SDMS • SDMS is the foundation or Hub for all future products. From the POS, FORMAT, eFORMAT, Parent Portal and Modules like Transportation, Library, Nursing and After School Child Care • By using the most accurate information from the SIS we can use SDMS to do things not only for the district but also for the parents • We will allow parents to create their own online Parent Portal Account in SDMS for eFORMAT or for example an account for controlling what their kids can eat in the cafeteria. The possibilities are endless.

9. SDMS can be hosted on servers outside the district by Data Business Systems • We can now host SDMS for your district. Which means all of your QSP Software becomes our responsibility • By Hosting the Technology Department does not have to worry about Server issues. We handle everything including all server software updates, backups etc. • SDMS updates itself and all its programs automatically when updates are sent saving Technology time and giving the Districts the most up to date software

10. Free and Reduced Tracking Software

11. FORMAT and eFORMAT reside in SDMS • Both Products are installed in SDMS and they will Automatically update themselves • They both use SDMS to provide the information they need • FORMAT creates families automatically using the SDMS data saving time for whoever is inputting the applications • FORMAT changes the status in the point of sale once the application is finished • FORMAT creates Direct Certification files for the state and will then receive the return file for automatic status change at the point of sale.

12. eFORMAT allows the Parents to input their application online using the Parent Portal in SDMS • Families create their own secure Online SDMS Parent Portal account • Applications must be absolutely complete to process thus allowing the parents to know the results when they are finished • Families will print or email their own letters • eFORMAT will set the new status in the Point of Sale automatically

14. QSP4 is installed in SDMS • QSP4 can be hosted on servers outside the district by ECR or anyone else because it now resides in SDMS • QSP 4 is designed using a Browser based Technology • QSP4 has an automatic direct interface with your SIS to update Students when changes are made • QSP4 can run on a Windows Tablet computer • QSP4 is able to run disconnected from the Server • QSP4 is managed 100% centrally in SDMS

16. What can it do for the District • Pay For It is endorsed by OSBA, OASBO and BASA for Ohio School Districts • Pay For It Interfaces with your Student Information System Through our SDMS • Pay For It can accept lunch payments as well as All Student Fee’s for the District. Plus Handle Fundraisers on and offline • PFI is much more Powerful with many more features than any other online payment systems • We can Accept 100% of the School Fee’s. Walk in, Mail in and Online

17. Optional Modules for Increased Productivity and District Cost Savings • PFI can post Fee payments back to SIS Systems saving manual posting by District personnel • We have PASS Secretary Screens for accepting all School payments at a secretaries desk to eliminate all manual posting. No one else has this. • We are able to receipt fee payments received back to your USAS program by General Ledger Account codes and you receive a confirmation report back to confirm the posting

18. Where do Fees come from? • Imported automatically from the Districts SIS • Created in SDMS or PFI • Library Systems • Transportation Systems

19. Fee’s, The District Challenges • They are a reality • Districts want to be fair • Family Max, Student Max • Communication in districts between departments • More work • Parents • One stop shopping • On line student store • More and more ask • Day one registration • F,R,D • Knowing and understanding the rules • Opt in categories

20. Fee’s, The IT Challenges • Security • PCI, Student • What is a fee • Assigned and due from a Student Information System • What is an activity • Not assigned to a student but due if going to participate in that activity • The collecting of cash • For fees, Activities, Donations and Clubs • They come from all over not one system • SIS, Athletics • Library and Transportation • Latch Key, Clubs and Fundraisers • They need to go to multiple places • SIS (Parent Portal) • Different bank accounts • USAS • Users for rosters • Parents for statements • Family Max, Student Max • Communication in districts between departments • Old Fees, New Fees, paying old fees for graduated students • The list goes on and on

21. Student/Family Max • Student Max - Once student reaches max, additional fees are free • Family Max – Once siblings together reach max, additional fees are free

23. Ad Hoc Fee with Fee Attributes • Partial payment with Cash • Pay remainder with Credit Card

32. View Patron – Fee’s Tab:

33. One Student, Two Assigned Fees • FRD Adjustment • Student Max Adjustment • Payment by check

40. View Patron – Fee Payments Tab:

43. USAS State Accounting Software Interface

45. Configurable Segment Lengths • Same segment lengths for all accounts • User can Add and Edit account codes

46. USAS Exporter Process