Reporting – view only option
This article will show you how the ‘Reporting – view only’ option will look and the process for setting this up. This is for Heads of Department, Teachers, or any other staff that need to be able to access information that show who has/hasn’t paid for items that relate to them.
Any staff that are assigned ‘view only’ rights will be
able to access information, to see who has paid in full, part paid or not paid
at all, for any items that sit under the particular payable category assigned.
They will only be able to view this information on the
screen, or export as an excel or CSV file.
They will NOT be able to edit any of this information
on Payables.
When a staff member who only has ‘viewing’ rights, logs
on to Kindo, their home page will look like this:
They will not be able to access the Admin option or
any other payable pages.
NOTE: If the
staff member cannot see this home page (above) using the unique link emailed to main staff contact, they will need to contact the
helpdesk for further support.
Creating/Editing your Payable categories
You will need to ensure that you have Payable
categories created, and the payable items assigned to your categories as the
Payable category determines what the ‘view only’ staff are seeing. This is done by admins who have access to the Kindo
Payables Admin pages.
Small-Medium sized school
example: You
might have a sports coordinator who needs to access all sports costs. You
create a Kindo Payable category ‘Sports’ and all payable items that relate to
Sports (sports team fees, tournaments etc), are added to this category.
The Sports coordinator can then view any of
the payable items under the sports category, to see who has paid in full, part
paid or not paid.
Large school example: You might have one staff
member who oversees all of sports, as well as individual staff who look after
certain sporting codes.
You could then create a Payable category for each
sporting code (Netball, Rugby etc). The staff member who looks after rugby will then only
have access to any payable items under the rugby category.
The staff member who oversees all sports, would have
access to rugby, netball etc. and be able to see all the payable items under all
the categories.
Full information oncreating payable categories can be found on our
support pages.
Our Kindo team will set up staff member(s) to have the
‘view only’ functionality.
You will just need to send the following information
through to helpdesk@kindo.co.nz
Full Name of staff member:Email address of staff member:Kindo Payable categories for access: (this might be one or many)
We need this information for every staff member you would like to have access.
Please allow two
working days for the set up to be completed.
You will receive email instructions and further information to
assist with the setting up of view only reporting.
This email will also include a unique link your staff will need to bookmark to access the View Only Access.
View only access
1. Login to the unique link that has been emailed to you and the following page will
display:
2. Select All or Selected from the first drop-down
box. All will show you every item or selected allows you to choose one or multiple items using the Ctrl option (Command
for apple) and your mouse to select.
3. Select your preferred viewing
option from Paid / Part Paid and Unpaid. You can have just one selected,
two selected or all three selected.
4. Select how you would like to view the information:
On-screen – appears in room number order.
Excel. One worksheet per room – each room is displayed in a different tab in the excel workbook.
Excel. One worksheet per ledger code – each ledger code is displayed in a different tab in the workbook.
All in one CSV worksheet – appears in room number order.
5. Click Run Report. Note:
Report may take up to 10 seconds to run. If using the Excel or CSV options, you will then need to click Download Results.
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