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  5. How to View Balances for Wraparound Care/Running Balance Clubs and Dinner Money

How to View Balances for Wraparound Care/Running Balance Clubs and Dinner Money

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

Permissions

View Balances

From Modules > MyChildAtSchool select View Balances

Pathway

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.

Updated on November 20, 2024

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