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 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.

The Payable Maintenance 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. 

Please note - if you disable a rule, it will not appear on your Payable Rollover page as a suggestion. Larger schools with many classes / subjects should consider leaving rules in place until Rollover has been actioned.

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; 
• 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. 

For example: Term One Swimming was applied to all students in class 3 and class 4. 

Once swimming in Term One has passed, this rule is no longer relevant and does not need to be applied, so you can disable the rule.

Finding and searching 

You can select to show rules with no Proposed actions required.  

You can search in the Payable and Applied to columns.

You can organise the Payables and Applied to in alphabetical order. 

Removing a rule as it is no longer relevant and leave payable visible on family accounts.

1.  From the Payable Maintenance page, you can see all your Payable rules.

2. Once you have found the payable you wish to disable, click on Disable rule. Please review the details shown.

We strongly encourage you to leave Hide part paid and Hide unpaid as unticked / not selected. When the rule is being disabled, leaving these options unticked will keep the current accounts with outstanding payments visible for families, so they can choose to make a payment.

If you select Preview, your changes won’t be saved.

3. Click Disable to confirm. A pop-up box will appear confirming the action and the payable rule will be disabled. 

Removing a rule as it is no longer relevant and hide the payable on family accounts.

1. Once you have found the payable you wish to disable, click on Disable rule. Please review the details shown.

If you select Hide part paid and Hide unpaid, the payable will be hidden from family's accounts, including families that have part paid or unpaid accounts. This payable will no longer be visible for all families to whom the rule was applied to. 

If you select Preview, your changes won’t be saved.

2. Click Disable to confirm. A pop-up box will appear confirming complete and the payable rule will be disabled and hidden from family's accounts. 

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