This guide covers how to amend a Staff Dinner Account Balance via the Staff List
This process is ONLY applicable for those schools set to Allow Staff Members to Use Bromcom Dinner Money via Config > Dinner > Configurations > Staff Dinner Options.
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 Amend Dinner Balances Via the Student List, How to configure the Dinner Module for Staff
From the left Menu, go to Staff
Select a Staff member and then click Actions > Dinner Account Balance
This opens a pop-up window displaying the staff’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.