Applying Proposed Actions to a Payable Rule
Access: Payable Administrators
The idea behind the Payable Maintenance page is that you don’t have to remember to add or remove existing payables to new students or students who have left or been removed from a group.
Kindo will do this for you, by making Proposed actions which you can then choose to complete or not. These Proposed actions are based on Rules which are created when a payable is applied to a group, a year group, classes or the entire school. (Not when applied to individual students.)
It will also let you
apply payables in bulk if you have a group of new enrolments all starting at the
beginning of the term, rather than having to go in and apply individually.
This page should be checked every time your roll is updated to ensure Kindo Accounts are easy to manage for school administrators and are as up to date as possible for your families.Goal is to have no Proposed actions.
Disable Rule has several functions:
- Remove the rule so any students added to a Kindo group will not have the payable applied automatically;
- Remove the rule so no further proposed actions will appear for that payable rule.
- Ability to hide the payable item from family accounts that still have outstanding payments.
When you disable a rule, we encourage you not to hide a payable from family accounts who still have outstanding payments by leaving these options (Hide part paid and Hide unpaiunticked.
For example: if a school donation is applied to the entire school – a rule is created. When new students are added to the school roll, you can then choose whether this rule is applied to those students.
Finding and searching
For each
payable you can see the Name of the payable and which group(s) this payable has
been applied to. You will also see Proposed actions for this payable.
In the example above, we can see the Volleyball Snr Girls Nationals Payable has been applied to Volleyball NZSS Champs - Girls (Sport Group) group, and Kindo is recommending one action:
- Remove Payable from 1 student
You can click
on Show Students to see the list of students Kindo is recommending you apply
the action to. For Remove action, this is usually for
students who have left the school, or who have been removed
from the group. The Add action is usually for new students who have been added to the
group since the rule was initially created.
You can search in the Payable and Applied to columns.
You can organise the Payables and Applied to in alphabetical order.
You can review and action Proposed actions and Actions for a payable.
Proposed Action: Add payables
1. Once you have found the payable you wish to apply Proposed actions to, click on the action (Add) or click on the expand arrow to see more information about the Proposed actions.
2. Select Show students to see the list of names for whom the payable can be added to.
You can select to apply both actions, in our example: Add Payables to 24 students and Remove Payables for 11 students.
3. You can select just one action and apply that action only.
4. Click on Apply Actions. A pop-up box will appear asking you to review your apply actions.
If you select Preview, your changes won’t be saved, but you can try out the features of this page.
5. Click Apply to confirm. A pop-up box will appear confirming the action has been successfully completed.
6. Repeat the process for each Proposed action you wish to apply.
If you wish to only complete the Proposed action for some students and not all students listed under Show students, go to the Payable Status page and use appropriate Actions.
(Remember if a payment has already been made you can only Hide or Retire the payable.)
You can then return to the Payable Maintenance page, Refresh payables, and complete the Proposed action for the remaining student(s).
(Remember if a payment has already been made you can only Hide or Retire the payable.)
You can then return to the Payable Maintenance page, Refresh payables, and complete the Proposed action for the remaining student(s).
Proposed Action: Remove payables
1. Once you have found the payable you wish to apply Proposed actions to, click on the action (Remove) or click on the expand arrow to see more information about the Proposed actions.
2. Select Show students to see the list of names for whom the payable can be added to.
You can select to apply both actions, in our example: Add Payables to 17 students and Remove Payables for 4 students.
3. You can select just one action and apply that action only.
If the reason for removing a student is because 'Student has left', the student details (name and room) are no longer feeding from the SMS and therefore no longer visible.
4. Click on Apply Actions. A pop-up box will appear asking you to review your apply actions.
5. When removing students from a payable;
We recommend leaving Leave part and fully paid payables for individual action ticked.
If an item has been paid (in full or in part) and the student is no longer required to pay, you may wish to refund the caregiver.You may also wish to leave all paid items for students who have left so they are still visible on your reporting.
Remember: Refunds can occur if the payment is still visible, and you can retire payables via the Payable Status page.
If you tick Leave part and fully paid payables for individual action, the payable will still be visible on family's accounts.If you untick Leave part and fully paid payables for individual action, the payable will be removed from all payable pages including your Payable status and reporting, including families that have part paid or fully paid. (This option is NOT recommended.)
If you select Preview, your changes won’t be saved, but you can try out the features of this page.
5. Click Apply to confirm. A pop-up box will appear confirming the action has been successfully completed.
6. Repeat the process for each Proposed action you wish to apply.
If you wish to only complete the Proposed action for some students and not all students listed under Show students, go to the Payable Status page and use appropriate Actions.
(Remember if a payment has already been made you can only Hide or Retire the payable.)
You can then return to the Payable Maintenance page, Refresh payables, and complete the Proposed action for the remaining student(s).
(Remember if a payment has already been made you can only Hide or Retire the payable.)
You can then return to the Payable Maintenance page, Refresh payables, and complete the Proposed action for the remaining student(s).
Adding students to Kamar SMS groups and Kindo Groups
Students can be added to Kamar groups in Kamar. The information will automatically update in Kindo (hourly), and any rules that have been applied to a Kamar group will show on Payable Maintenance as proposed Add action for the new students.
Students can be added to Kindo groups from the Groups Editor page. Any payables that have already been applied to the group will automatically be added to the new student. These will not appear on the Payable Maintenance page.
Removing students from Kamar SMS groups and Kindo Groups
Student can be removed from a Kamar group in Kamar. The information will automatically update in Kindo (hourly), and the payables will remain on the student’s account.
Students can be removed from a Kindo group from the Groups Editor page, and the payable will remain on the student’s account.
For both Kindo groups and Kamar groups, you can go to the Payable Maintenance page to action the proposed Remove action of removing the payable from the student(s).
Related Articles
Payable Rules
Access: Payables Administrator What is a Payable Rule? When a payable is applied to a group, year, class or the entire school a rule will be automatically applied. A rule will not be created when a payable is applied to an individual student. A rule ...Disabling a rule
Access: Payable Administrators The idea behind the Payable Maintenance page, is that you don’t have to remember to add or remove existing payables to new students or students who have left or been removed from a group. Kindo will do this for you, by ...Using actions to exempt a student from a payable
Access: Payable Administrators Actions allow you to: Change Charged Amount; Hide payable items; Unhide payable items; Unapply a payable; Exempt a student from a payable; Retire a payable; Refund Payable; Pre-paid Enrolment; Save Group; Exempt a ...Using actions to Unapply a payable
Access: Payable Administrators Actions allow you to: Change Charged Amount; Hide payable items; Unhide payable items; Unapply a payable; Exempt a student from a payable; Retire a payable; Refund Payable; Pre-paid Enrolment; Save Group; Unapply a ...Using actions to retire a payable
Access: Payable Administrators Actions allow you to: Change Charged Amount; Hide payable items; Unhide payable items; Unapply a payable; Exempt a student from a payable; Retire a payable; Refund Payable; Pre-paid Enrolment; Save Group; Retire a ...