The purpose of this article is to help admins set up and carry out balance transfers between schools and accounts for students and siblings.
This Article will cover the following topics:
Setting up transfers
To transfer balances between accounts, the option to transfer funds needs to be enabled by an admin. Enabling that option will determine which accounts (Ex: General, Lunch) balances are allowed to move between.
To allow movement of available funds from one account to another.
- Go to Admin Main > Tuition/Fees > Accounts
- Find the desired account and Select edit
- Check Can transfer funds in and out of account
- Save
Balances in student accounts can be transferred from one sibling to another within a school building or district wide. In order to allow transfers for siblings in different buildings, a district admin needs to enable district wide transfers.
To enable district wide transfers:
- Go to School District Admin Main > Options > Tuition/Fees
- Edit District Options
- Check Allow district wide balance transfers
- Save
Transferring balance between accounts
Student accounts with a positive balance can have their funds transferred into another account. For example, transferring $20 from a Lunch Account to a General account.
To transfer funds between accounts:
- Go to Admin Main > Student Single View > Fees
- Search for a student
- Select on Transfer Funds
- Select the Account you want to transfer from
- Set Mode to Transfer to another account for the same student
- Select which Account the balance is going to
- Enter an amount to transfer
- (Optional) Add a Note
- Save
Transferring funds between siblings
Students will need a positive balance in their account to transfer funds to a sibling. For example, a parent/guardian requesting that lunch money be moved from one sibling account to another.
To transfer funds between siblings
- Go to Admin Main > Student Single View > Fees
- Search for a student
- Click on Transfer Funds
- Select the Account you want to transfer from
- Set Mode to Transfer to a sibling
- Select the sibling
- Select which Account the balance is going to
- Enter the Amount to transfer
- (Optional) Enter a Note
- Save