In this guide you will be shown the following on View Balances. View Balances can be used to chase debt.
- View Wraparound Care/Running Balance Club Balances and Dinner Money Balances
- Transfer credit balances between siblings
Pre-requisites: Have a Wraparound Care/Running Balance Club setup to be able to view the balances for both Wraparound Care/Running Balance Club and Dinner Money
Access: The minimum permissions to View Balances are found within the MCAS Module of Config > Setup > Roles & Permissions > Online Payment > View Balances
View Balances
From Modules > MyChildAtSchool select View Balances
This will open the View Balances page. Once opened you will see a list of students and their balances for Wraparound Care/Running Balance Clubs and Dinner Money.
If you click on the Dinner Money column you can sort this column which can be used to report on Students with negative Dinner Money balances.
Then use the Grid Actions to product a report if required.
How to Transfer Credit Balances Between Siblings
Click to highlight the student with the credit balance. Then choose the Transfer button.
From – The student the credit balance is being transferred from
Destination Student – Sibling that will receive the credit transfer
To – Where the credit will be applied, e.g. Wraparound Care/Running Balance Club or Dinner Balance
Amount – How much is being Transferred
Comment – A mandatory comment to enter details as required.
Once all details are completed, click Confirm and you will receive a confirmation popup.
