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.



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. 



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'.



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



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).



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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