Payable Status - Filters and tools to refine your view

Access: Payable Administrators      

When you access the Payable Status page, the default settings will show all Current outstanding payments owed to your school.

There are a range of tools and filters available for you to move away from this default to find the particular student records you need to view.

Once you have found the correct view, you can tick one or more records, and then use the Select action menu, or choose to Send Payment Request emails.

Select Payable Status from your School admin home page on the shop site.

 

or alternatively go to admin and select payable status. 

Filters and tools to refine your view

Payable drop down options

Using the Payable drop-down options: Category and/or Payment request year and/or Payable, select the option you wish to view.

You can also search for a Payable Category and/or single Payable by typing in the boxes.
Or you can leave on the default Any / All years.

           

Selecting "All" to show Historic

If All is checked, payables that have been moved to Kindo Payables Historic will also be shown. 

No payments, Part payment, Paid

Any combination of these options can be ticked or unticked - select those that you would like to view. 

The default is No payments and Part payments (i.e. all outstanding amounts). 

            

Student drop down options

Using the Student drop-down options: Room and/or Year and/or Enrolment status, select the option/s you wish to view.

You can also search for a Room, Year and/or Enrolment status by just clicking and typing in the boxes.
Or you can leave on the default Any.

Enrolment status is a function available for some SMS.

Show advanced filters allows you to:

1. View payments for students who are a Member of a specific Kindo group.
   
2. View payments using Applied to method.

            

Include Hidden and Include Exempt

You can also tick to include either of these options on your screen. 

All payables for your selected criteria will appear on the screen to view.

Additional Columns

You can add additional columns to your view by clicking Select table columns and ticking to select: 

            

1. Applied - date payable was applied
   
2. Rule - Yes or No indicates if a Payable Rule is in place
   
3. Comments - Displays comment text for any Actions that have been completed.
   
4. Fee Type - Domestic / International (Kamar schools only).
   

Sort Columns

For all columns, click on the column heading and an arrow will appear.

Click again to toggle between ascending or descending order - either alphabetic or numeric.

If you see an ‘UNKNOWN’ or '-' in the Room column for a student, it often means the student is a pre-enrol, or the student has left the school. 

It can also mean that you have not allocated a room number. Please let our Helpdesk know if you are concerned and they will work with you to clarify.

Clear filters is a useful tool to return to the default opening settings.

For more information about the Payable Status page, please visit: Payable Status.

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