NEW Comparative Outstanding Payment Requests Report

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.

Alert
Retire - as retired items are included in these reports, please ensure the Retire Action is only used when student leave, and for end of year rollover.

  1. Login to the shop site and select the Admin option.
  2. Click on the Reporting button from the main Kindo Payables menu.
  3. Select ‘View new report’ :      

Info
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.


See also our article: Payables Reporting Overview.


    • Related Articles

    • Payment Requests (emailing reminders) for outstanding payments

      Access: Payable Administrators Payment Requests for outstanding payments Information; Caregivers can be sent an email reminder for any outstanding payables. The personalised email will list all outstanding payables for caregiver. The email will ...
    • Receipting other payment methods

      Access: Payable Administrators Kindo provides a Point of Sale page that enables you to enter cash, eftpos, bank transfer, and credit card amounts received directly. This is available by looking up student name, selecting caregiver account and ...
    • SMS - Kindo Student Links Report

      Access: Payable Administrators This reporting option allows school to view which of their students are not currently linked to a myKindo account. If students are not linked to a myKindo account, they will not be able to see their outstanding payments ...
    • Creating a New Payable

      When creating a new payable in Kindo, you'll need to complete several important sections to ensure proper setup. This guide walks you through each section. General Payable Name (Required): The system will automatically combine the "Year" and "Label" ...
    • Classic Student Payables Review Report

      Access: Kindo Payable Administrators This reporting option allows you to use excel to create a pivot table for ease of reporting to boards and heads of faculty. The report will clearly show you the percentage paid for each payable item, and is broken ...