End of Year Process - Overview
Access: Payable Administrators
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 you might want to keep as a record, as steps 1-3 will remove information from reporting.
At the end of 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 to
ensure you are completing them correctly.
- Retire
payables including paid and any that need writing off.
- Remove any other payables from list on Payable Apply that are no longer needed.
- Move
payables that you are no longer needing into the Kindo Payables Historic category.
- Hide Groups that you will no longer be using. (Note - this step does not apply for schools using Kamar.)
- 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.
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