This guide covers how to amend a Students Dinner Account Balance via the Student List
This process is ONLY applicable for those schools set to use Bromcom Dinner Money via Config > MyChildAtSchool > Dinner Money. If you are set to use Cashless Catering, you cannot manually amend balances in the MIS as these are controlled from your Third Party.
Access: The Permissions required to access Dinner Account Balance can be found in the Framework module from within Config > Setup > Roles & Permissions.
See also: How to make a Running Balance Payment from the Student List.
From the left Menu, go to Students
Select a Student and then click Actions > Dinner Account Balance
This opens a pop-up window displaying the student’s dinner balance and previous payments made towards the Dinner Balance.
Set the Start Date and End Date – Ensure it covers the period you want to review if using the page to review payment history
Click Add to open the Transaction Record window.
Select the Payment radio button at the top and select the Payment Date (if different from the current day)
Choose your Payment Method from the dropdown and then type in the Amount you wish to add to the balance
Note: You can use the minus symbol before the Amount to remove funds from the balance.
Tick the Confirmed? box, add a Comment if needed, and then press Create to save the payment.
The Payment you have just added will appear in the table and the Closing Balance will have been amended.
Edit – This button enables you to make changes to a payment you have previously added.
Delete – This button enables you to Delete payments you have previously added.
Click Close to exit the Dinner & Payments popup.