Accounts Screen Explained

This help document will assist you with navigating and reading the accounts page. This accounts page will allow you to view all account information and outstanding debt.

Step 1: Select the payments and billing from the left-hand side menu.

Step 2: Select the accounts page from the top menu.

Outstanding

This section will outline the total outstanding debt at the center. It will then break down the debt into 7 categories. The first category will reflect the charges that are not yet due. The second category will reflect debt that has been outstanding for 0 - 7 days. The third category will reflect debt that has been outstanding for 8 - 30 days. The forth category will reflect the debt that has been outstanding for 31 - 60 days. The fifth category will reflect the debt that has been outstanding for 61 - 90 days and so on. There will be a category at the end which will reflect the next direct debit date and the amount that will be debited on that date.

Balance Of

In this bar, you enter a past date that you may need to look into and it will reflect all the outstanding balances as of that date.

Filter

You can use the filter option to narrow down your search for different payments or account status such as suspended accounts.

Bulk Action

You can use the Bulk Action option to add charges to families in bulk or export information into an excel sheet as well as email a number of families at once.

Account

This will list the guardian name and contact numbers.

Family

This section will allow you to see the family name.

Children

This section will show you the children in that family.

Payment Method

This will show you what payment method has been set up for that family e.g direct deposit or bank deposit.

Status

This will show you the status of the account whether it is active or it has been suspended.

Balance

The balance will reflect what the outstanding amount on that account is.

Not Due, 0 - 7, 8 - 30, 31 - 60, 61 - 90, 90+

This area will allow you to see at what stage the outstanding debt is at. Whether its not due at all, or whether its been outstanding for 0-7 days or over 90 days.

Updated on: 17/08/2020