Creating Initial Account Balances

If you have moved from another system to Arbor there will likely be meal balances for students and staff that need to carry over. You can transfer any debt from your other system by adding balances to accounts in Arbor. This can be set up on Arbor as an initial balance from School > Payments > Setup > Set Initial Balances.

This process can be used to set up balances for Meals accounts and other top-up type customer account types. It is not possible to set balances for Clubs or Trips from here, as clubs and trips need to have each session paid for directly and not from a balance.

Please note: You can only enter initial balances ONCE so please double check you have accounted for all outstanding amounts before completing this.

Select 'Set initial balances' and in the top right-hand corner select the class you would like to start to enter opening balances for.



To add a balance either type the value manually or click on the arrows next to students or staff. The balance can also be set to either "Credit" or "Debit".




Getting an error message when you try to save? Make sure all the fields have a value in, as the system won't recognise blanks. Where you want the initial balance to be zero, put 0.

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