Once a new bank account has been added to your MIS and authorised it can be used with any new items (clubs, trips and products) that have been created.
See How to Add an Additional Bank Account to the MIS
This guide covers the following processes in relation to Bank Accounts;
Access: The minimum permissions required to access the Online Payments page are found in the MyChildAtSchool module of Config>Setup>Roles & Permissions.
Dinner Money
A new bank account can be selected for Dinner Money Payment by adjusting the bank account ticked under Config > MyChildAtSchool > Online Payments
Then scroll down to the Bank Accounts panel to see where the account selected for Dinner Money Payment can be adjusted if requested.
When Bank Rec runs, all Dinner Payments for the previous week will go to the Account that is ticked for Dinner Money Payment. If they’re swapping accounts as of a point, they’d need to swap this on a Wednesday night / Thursday early AM to ensure the payments go to the expected accounts.
Creating New Items
Where possible we recommend a new item ( i.e. club, trip or product) is created and linked to the new bank account and the old item made inactive, as you will not be able to edit the linked bank account on an existing item. See How to Create a Club or Trip or How to Create a Product
Move Items to a New Bank Account
If however you want to move any existing items (products, clubs, or trips) to a new bank account, this will need to be requested via our Helpdesk see Bromcom Support Desk Guide
Important: Please note linked bank accounts are not set within a date range and once changed this will show as the only bank account that has ever been linked. As such any changes to bank accounts on existing items will cause all previous payment records to show as always being against the new bank account.
To request a change of Bank Account for an existing item ( products, clubs or trips) please raise a web case with the Helpdesk. This will need to contain the following information.
- Confirmation that you would like bank accounts changed on existing items for future payments, and you understand that this will affect how this appears historically but will not affect past payments.
- The Account Name items are to be moved to – Please use the name format on Config > MyChildAtSchool > Online Payments, and wait until this appears under the Bank Accounts section before raising a case.
- The Item type e.g. Club, or Product (group by type where multiple)
- The Item Name, as it appears in Bromcom
- If a Club include the Start Date
- Top tip – including a group ID will make this process quicker if possible (the Group ID is visible in the web address bar). Go to Groups>select the Group>View
For larger lists, a list can be exported form the Groups page using the green excel spreadsheet button in the top right. This list can then be adjusted in Excel, to only include those you wish to change, before being added as an attachment to the support case via the support website.
For further guidance on raising cases see Bromcom Support Desk Guide.
Old Accounts
Old Accounts cannot currently be removed without losing all the linked information to this account.
Where this account is no longer in use, we suggest the name is changed to something that is clear that it is not to be used. Eg “St Mary’s School account” is changed to “Closed account St Mary’s School account” or “Do Not Use St Mary’s School Account”.
This can also be requested via a web case, please raise as a different case to any about item changes.
For further guidance on raising cases see Bromcom Support Desk Guide.