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Kesef 2.0 FAQs

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    Question What should NOT be sent using this form?
    Answer
    • Invoices to be paid, check requests and documentation relating to payments made manually (prepaids). These should be emailed to the bill.com address assigned to you.
    • Pension information. Information relating to employee pensions should continue to be emailed to your assigned Account Manager until further notice.
    Question What if the item I need to submit is not listed on the form?
    Answer Reach out to your Account Manager, they will get you to the correct staff member who can assist you.
    Question Is there a way to have my information auto populate on the form?
    Answer
    Question Can I still email my Account Manager with questions not related to items on the form?
    Answer Yes!
    Question Can I still email my Accounts Payable Representative with questions not related to items on the form?
    Answer Yes!
    Question Can I still email my Payroll Specialist with questions not related to items on the form?
    Answer Yes!
    Question I have a W9 to submit. What do I do?
    Answer
    • Use the secure form to submit.
    • On the menu of listed items, select "W-9."
    • Use the upload files box, select your document and click open. Your document will appear below the box, click submit.
    Question I have a bill.com user/permission change. What do I do?
    Answer
    • Use the secure form to submit.
    • On the list of options, select "Bill.com Request/Change,"
    • In the drop-down, select your type of request .  
    • Complete the details and submit.
    Question I need to upload a Bank Statement. What do I do?
    Answer
    • Use the secure form to submit.
    • On the menu of listed options,  select "Bank Statement
    • Use the upload files box, select your document and click open. Your document will appear below the box, click submit.
    Question I need to submit a Stock Donation. What do I do?
    Answer
    • Use the secure form to submit. 
    • Complete the required information fields listed and submit.
    Question I need a ShulCloud Form or School Module Charge Type Review. What do I do?
    Answer

    • Use the secure form to submit.  

    • On the list of options, select  "ShulCloud Form/School Module Charge Type Review."

    • Insert the URL to your form for review in the "Please add the link here" box.

    • Ensure that all required form fields are completed and click Submit. 
    Question I need to upload a Check/Cash Deposit Report. What do I do?
    Answer

    • Use the secure form to submit.  

    • Select Deposits: ShulCloud/Other ShulCloud.

    • Use the upload files box, select your document and click open. Your document will appear below the box, click submit.

    • Ensure that all required form fields are completed and click Submit. 
    Question I need to upload a Billing and Adjustment Spreadsheet. What do I do?
    Answer

    • Use the secure form to submit.  

    • Select ShulCloud Billing & Adjustments Spreadsheet.

    • Use the upload files box, select your billing and adjustment spreadsheet,  your file(s) will appear below the box.

    • Ensure that all required form fields are completed and click Submit. 
    Question I need to upload my Synagogue's Payroll. What do I do?
    Answer
    • Use the secure form to submit.  
    • Select Payroll Request/Change. 
    • Select Payroll Processing Submissions.
    • Enter the Payroll Submission Date.
    • Use the upload files box, select your document and click open. Your document will appear below the box, click submit.
    • If you need to reach your payroll specialist immediately with a question about a current payroll submission, please contact them directly. 
    Question I have a Payroll New Hire, Direct Deposit Change, Termination, Employee Demographic Update or need an Additional or Corrected Run. What do I do?
    Answer
    • Use the secure form to submit. 
    • Select Payroll Request/Change. 
    • In the drop-down, select your type of request/change.
    • Complete all required fields and upload documents if required.
    • If you need to reach your payroll specialist immediately with a question about a current payroll submission, please contact them directly. 
    Question I need to upload my Synagogue's Payroll Journal Entries. What do I do?
    Answer
    • Use the secure form to submit.  
    • Select Payroll Request/Change. 
    • In the drop-down select Payroll Journal Entries.
    • Use the upload files box.
    • Use the upload files box, select your document and click open. Your document will appear below the box, click submit.
    Question I have a Scanner request. What do I do?
    Answer
    • Use the secure form to submit.  
    • Select Scanner Request
    • In the "What assistance do you need box", tell us what you need assistance with.
    Question I need to change my Bank Account. What do I do?
    Answer

    • Use the secure form to submit.  

    • Select Change of Bank Account.

    • Enter all required information and click submit. Then, be sure to send an email with all of this information to Questions@shulcloud.com as well.
    Question If I submit something the "old way" what will happen?
    Answer You will be respectfully prompted to complete the form to submit your request.

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