Reviewing Balances and Adding Top Ups

Go to School > Payments > Accounts > Balances to review Balances for students in school. The table is listed so the most overdrawn balances appear first, but you can also order by Student or Registration form.

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Clicking the filter box at the top of the page also allows you to apply additional filters, or add a column for Year Group or registration Form. 

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Topping up balances

To record multiple top-ups in Bulk: Select the students you wish to Top Up, click on the pencil and choose 'Top Up Accounts'.

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Enter the details for each Top up; such as the Amount, the Guardian it was made by, whether it was Cash or Cheque, and any notes. When you're done, click Save

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Asking guardians to top up the account

You can email or text guardians to ask them to top up their child’s meal account (and other top-up accounts).

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If you have the Finance: View or Finance: Administer permissions, and are a permitted sender, select the students then click the blue pencil to follow up with their Primary Guardians.

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