Providing VAT and fee information for Aspens Services

Third-party companies cannot access payment data in Arbor, so the payment information must be collected manually by the school.

If you need to share fee and VAT information associated with the payouts your school makes to the bank account of your catering provider, follow these steps:

1. Go to School > Payments > Reconciliation > Card Payments > Stripe Payouts.
2. Open the filter at the top of the page and set the date range from the start of your contract with your catering provider to the end of your contract.
3. Set the bank account to be your catering provider's bank account, and ensure that no other bank accounts are selected.
4. Click Apply.

Once you have filtered the results to show the payouts to the catering provider, you can download the results to Excel, or you can create a Live Feed. We recommend using a live feed so that you only have to set this up once. To set up a live feed from the filtered results, follow these steps:

1. Click the Download button.
2. In the dropdown of options, select Live Feed.
3. Name the live feed.
4. Leave the Output format field as HTML (Excel, Google Sheets, Data Studio, PowerBI)
5. Leave the Require authentication box unticked.
6. Highlight and copy the feed details URL and paste it into a secure document to send to your catering provider.
7. Press Save.

To navigate back to the live feed in the future, go to School > Data > Export > Live Feeds and search for your live feed.