View Balances can be used to chase debt and to Transfer balances.
In this guide you will be shown the following:
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.
Chase Debt
This section of the guide looks at how to Chase Debt from View Balances
In the example a school wants to chase debt for the Weekend Mornings Club, first they can create a report using the Grid Actions and clicking CSV
Below is an example screenshot of the CSV export saved locally.
Next navigate to Students>Selections and choose Match List of Students
Click Select a File then browse and locate the CSV exported from View Balances
Once the correct Students are matched click Select Students
This will take the user back to the Student List page with the Students selected.
In the example below a school wants to send an email to the parents asking them to contact the School Office to arrange payment of the debt.
From Actions choose Send SMS/Email
Below is an example email, note the Dynamic Fields used for Wraparound Care Club Balance
Transfer Credit Balances
You can Transfer Credit Balances both for the same Student for example transfer money from a breakfast club to dinner money or from one running balance club to another and for a Sibling using the process below.
- From – The student the credit balance is being transferred from
- Destination Student – Either for the same Student or choose Sibling from the Student* dropdown 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.
When transferring from one Running Balance club to another this will not add the student to any sessions in the club.
Note the Confirmation message if the Student is not a member of the club the balance is being transferred to.
