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 the end of the year and before starting the end-of-year process, we recommend running and saving any reports for Kindo Payables you'd like to keep as a record. Some of the steps below will remove data from current reports, and information on some reports will update automatically in the new year.
As you approach the end of the year, some reports should be completed before the year closes, while the remaining rollover and tidy-up steps can be completed either at the end of the year or at the start of the new year, depending on what works best for your school.
Click on the links for each of the steps below for further details to
ensure you are completing them correctly.
- Run the following reports:
- Before year end: Financial performance: Summary and Financial performance: Trend Analysis
- Before retiring payment requests: Student payment status
2. Retire payables including paid and any that need writing off.
3. Rollover Payables from one year to the next using the Payable Rollover page.
4. 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.)
5. Hide Groups that you will no longer be using. (Note - this step only applies for schools using eTAP or Wonde, unless you also use Kindo groups.)
7. Move payables from Current to Historic on the Payable Catalogue page.
8. 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 End-of-Year Rollover and Tidy Up course in Kindo University.
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