NEW Comparative Outstanding Payment Requests Report
Access: Kindo Payable Administrators
This report compares outstanding payment
requests by category and year, or by year level for a specific category. It
does not include exemptions, but it does include retired items.
Retire - as retired items are included in these reports, please ensure the Retire Action is only used when students leave, and for end of year rollover.
- Login to the shop site and select the Admin option.
- Click on the Reporting button from the main Kindo Payables menu.
- Select ‘View new report’ :
NOTE: The report data is updated in real time, so all information is current.
Comparing Outstanding Balances by Category
and Year
1. Under ‘View,’ select ‘By Category and Year,’ then choose your ‘Start’ and ‘End’ years.
2. Select 'Search' to generate results.
3. The results will display by category.
The first five columns of the spreadsheet represent the 'End Year.' These can
be compared to the outstanding percentages and balances in the remaining
columns for the other years included in your search.
4. Click ‘Export
Report’ to download the data.
5. The report will download
as an .xlsx file, which you can then format as needed.
Comparing Outstanding Balances for a Specific Category in the Current Year, by Year Level
1. Under ‘View’,
select ‘By Year Level for Single Category’ then choose your category (e.g. Donations, Sport etc.).
2. Select ‘Search’
to generate results.
3. The results will display the current year’s totals for the selected category, broken down by year level.
4. Click ‘Export Report’ to download the data.
5. The report will download as an .xlsx file, which you can then format as needed.
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