The reports allow the school bursar/accounts personnel to stay on top of amounts which are outstanding, quickly and easily.
This report will generate an Excel file which shows the Euro € amount outstanding on the specified shop items at the date/time the report was generated.
To export the Balance O/S report please follow the steps below:
- Go to your Dashboard and tap on School Shop then in the dropdown select Manage School items
- Tap on Balance O/S (top right of screen)
- Apply Filter (e.g. Published items for the Financial year 2023/2024) you would like to include
- Find the Shop item Summary document in your downloads folder
The Shop Item Summary file will include three tabs
- Summary - Balance outstanding per individual shop item included on your report
- Item - List of the amount due from individual students/parents sorted by Shop item
- Summary by Guardian/Student - Summary of the amount due from individual students/parents sorted by primary contact number. This is the amount due per family.