Yes, for balance-based accounts, like Meals and Wraparound Care, you can see a student's account balance at a specific date by exporting their statements for a specific date to a PDF from the School > Payments > Accounts > Balances page. This only works for account types with a running balance, so it does not work for the School Shop, Trips or Standard Clubs.
Please bear in mind:
- Statements can only be exported to PDF
- You can export statements for multiple students at once, but this will always export as a single .PDF file (one for all students)
Permissions
- You need the Finance: Finance: View permission to access the School > Payments > Accounts > Balances page.
If you don’t have these permissions, ask your admin team to grant them using these instructions.
Exporting statements
- Head to School > Payments > Accounts > Balances
- Click the green Bulk export statements button (top right)
- On the slide-over set:
- The date you want to see the balances for in both the From and To boxes
- The Students you want to export the statements for (leave empty to include all current students)
- Select the account type you want to export the balances for (e.g. Meals)
- Whether to only include Overdrawn Accounts (leave unticked to include accounts in credit)
- Click Export Statements
- A PDF file will download to your device with balance information for the specified dates
Open the PDF and view the balances
Once you have downloaded the PDF, open it on your device. Each student has their own page in the document. Refer to the Balance on [Date you selected before the export] line to see what the balance for that student was on the guide date.
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