End of Year Process - Overview
Access: Payable Administrators
Payable Administrators have special rights on the shop site which
will allow them access the payable pages. To request Payable
Administrator rights please contact Kindo Customer Support.
There are a number of tasks that you can complete to ensure
your Kindo Payable pages are up to date and contain only the information needed
for the year ahead, for both you and your families.
Before you take these steps, we recommend running any reports for Kindo Payables you might want to keep as a record, as some of the steps below will remove information from reporting.
We suggest considering the following: Classic Student Payables Review, Outstanding Payables (advanced), Aged Student Payables by Student ID and Current Available (proto) Payables.
At the end of year / start of the new year (when you would normally do your end of
year rollover/write off process), please ensure you complete the relevant steps
(below) for your school.
Click on the links for each of the steps below for further details to
ensure you are completing them correctly.
- Retire
payables including paid and any that need writing off.
- Hide
Groups that you will no longer be using. (Note - this step does not apply for schools using Kamar or Hero, unless you also use Kindo groups.)
- Rollover Payables from one year to the next using the Payable Rollover page.
- Rollover Rules when you are ready to apply previously used Rules to your rollover payables. (Only apply a rule to a group, class, or year once students in it are finalised and showing correctly in Kindo.)
- Move payables from Current to Historic on the Payable Catalogue page.
- On the
Payable Maintenance page, disable
rules for any relevant payables.
Room Allocations for the following year
Student rooms automatically update from your SMS to Kindo and caregivers will be able to see this on their Kindo account.
If you do not want room information for the following year to be public either:
- Wait to update rooms in your SMS until the new year / just before the new school year begins.
- Send a request to helpdesk to disable the roll temporarily for the relevant time period.
For further information please visit Tidying up and retiring payables. You can also view our webinar recording - End of Year Process Training - Work Smarter, Not Harder.
Related Articles
Payable Rollover Overview
Access: Payable Administrators Payable Administrators have special rights on the shop site which will allow them access the payable pages. To request Payable Administrator rights please contact Kindo Customer Support. Rolling over and creating ...Payable Catalogue Overview
Access: Payable Administrators Payable Administrators have special rights on the shop site which will allow them access the payable pages. To request Payable Administrator rights please contact Kindo Customer Support. Payable Catalogue has three main ...Payables Reporting Overview
Access: Payable Administrators This page provides an overview of how to view and export reports for unlinked student, POS payments, outstanding payable amounts and School Managed Accounts. You can also create a pivot table for Board of Trustees ...Groups Editor Overview
Access: Payable Administrators Payable Administrators have special rights on the shop site which will allow them access the payable pages. To request Payable Administrator rights please contact Kindo Customer Support. Kindo Groups can be created for ...Payable Maintenance page overview
Access: Payable Administrators Payable Administrators have special rights on the shop site which will allow them access the payable pages. To request Payable Administrator rights please contact the Kindo Helpdesk. The idea behind the Payable ...