Payable Rules

Payable Rules

Access: Payables Administrator

What is a Payable Rule?
When a payable is applied to a group, year, class or the entire school a rule will be automatically applied. A rule will not be created when a payable is applied to an individual student.

A rule sits in the background, and will suggest Proposed Actions on the Payable Maintenance page that you can choose to apply or not.

A rule will assist in applying payables in bulk. For example, if you have a group of new enrolments all starting at the beginning of term, a rule will allow you to apply a payable to them all at once, rather than having to apply payables individually to each student.

When is a Payable Rule created?
A rule is created automatically when you apply a payable to anything other than an individual student. This means that a rule is created when you apply a payable to:
  1. A Year level
  2. Room Level
  3. Entire School
  4. A group

A Year Level
Rules are created automatically when a payable is applied at Year Level.

Examples: 
1. An EOTC camp payable has been applied to all Year 5 students. A new student/s then joins Year 5. The details will appear in the list on the Payable Maintenance page with the suggestion to add the payable to the new student.

2. The camp has already taken place and the new student/s (or any future Year 5 entrants for that year) will not need the payable applied, you can disable the rule so it no longer shows in the list as a Proposed Action.

Room Level
Rules are created automatically when a payable is applied at Room Level.

Examples:
1. A class trip has been applied to all Room 3 students. A new student/s then joins Room 3. The details will appear in the list on the Payable Maintenance page with the suggestion to add the payable to the new student/s.

2. The trip has already taken place and the new student/s (or any future Room 3 entrants for that year) will not need the payable applied, you can disable the rule so it no longer shows in the list as a Proposed Action.

Entire School
Rules are created automatically when a payable is applied to the Entire School.

Examples:
1. A school donation payable has been applied to the entire school. A new student/s then joins the school. The details will appear in the list on the Payable Maintenance page with the suggestion to add the payable to the new student/s.

2. When a student/s is removed from the school roll, the details will appear in the list on the Payable Maintenance page. You can then choose to remove the payable from the student/s.

A Group
Rules are created automatically when a payable is applied to a group.
  1. A Kamar created group
Students can be added to Kamar groups in Kamar.  The information will automatically update in Kindo (hourly), and any rules that have been applied to a Kamar group will show on Payable Maintenance as proposed Add/Remove action for the new students.

Examples:
1.  A Kamar group has been created for a Choir. A payable has been applied in Kindo to the members of this group . A new student/s is added to the group in Kamar. The details will appear in the list on the Payable Maintenance page with the suggestion to add the payable to the new student/s.

2. An existing member is no longer going to be part of choir. They are removed from the Kamar group. Once removed, the details will appear in the list on the Payable Maintenance page with the Proposed Action to remove the payable from that student.

  1. A Kindo created group
When you add a new student/s into an existing Kindo group using the Groups Editor, the existing payable that was applied to that group will automatically be added to the new student/s in the group. Rules are created for a Kindo group to suggest Removing a payable from a student who has been removed from a Kindo Group.

Examples:
1.  A Kindo group has been created for a Choir. A payable has been applied to the members of this group. A new student is added to the group and the payable is automatically applied to them.

2. An existing member is no longer going to be part of choir. They are removed from the Kindo group. Once removed, the details will appear in the list on the Payable Maintenance page with the Proposed Action to remove the payable from that student.

Please see our Payable Maintenance support pages for more information on applying proposed actions to a payable rule, disabling a rule and hiding current outstanding amounts.
   


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