The following article explains accounts and account settings as they pertain to the SchoolInsight Tuition/Fees Module. Accounts help keep fees, payments, and balances organized. Each account tracks its own separate balance.
By default, each school will have two accounts which function differently from one another: Lunch and Registration/Fees. The lunch account is used for student/employee lunches only. Guardians/employees add funds to create a positive balance in the lunch account. As lunch is purchased, that cost is deducted from the account’s balance. This is in contrast to the Registration/Fees account, which is used for all other fees. In this account, admins create fees resulting in a negative balance in the Registration/Fees account. Guardians/Employees pay off the existing fees on the account.
Account Options
Each account has a set of modifiable options which impact how the account is used.
To edit account options
- Go to Admin Main > Tuition/Fees > Accounts
- Edit an account
Option |
Description |
Associate Payments
(Non lunch accounts only)
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When enabled, this option requires that any deposits or payments be linked to a specific fee. This helps keep payments organized for bookkeeping purposes. This option is strongly recommended. |
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Allows movement of funds from one account to another. Funds can be transferred for two accounts of the same student or between siblings. Please see this article for instructions on how to transfer funds. |
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Allows collection of online payments into the account. This option requires that Payrix setup be complete. If you are interested in setting up online payments please contact support@common-goal.com. |
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