Review and Contact - Summary Report
Access: Kindo Payable Administrators
Review and Contact: Summary Report
This report helps you understand student payment progress for a trip or event. It provides an overview of who has paid, who hasn’t, and includes caregiver contact details so that follow-up can be made if required.
Running the Report
1. Select the Reporting tab from the main Payables Admin page.
2. Under the Operations heading, select Review and contact, then choose Summary.
3. Use filters to refine your results:
- Payment request item - choose a specific trip or event.
- Payment status - view All statuses, or filter to show only Paid/Partially paid/Partially paid and unpaid/Unpaid.
- Year level - view all year levels or limit to a specific level.
- Student group - view all groups or select a group.
- Room - view all rooms or select a room.
- Search - filter by student name, student ID, or caregiver name.
4. Select Search to view results. The report will display a list of students for the selected trip or event. You'll see their student details, amount charged, paid, amount remaining and latest payment date at a glance.
5. Use the arrow next to the Student ID number to view caregiver contact details.
6. You can also choose to Export your list for record-keeping or to share with staff who are helping manage a trip or event.
How to use this report
- Before a trip or event - check if students have completed payment and identify those still outstanding. For families on payment plans, use the Latest Payment Date column to check payments are on track.
- Follow up - use caregiver details provided in the report to contact families who need payment reminders.
- Permission questions - if these are being used, check to make sure at least a partial payment has been made for all students, as this is required for the permission responses to be submitted.
- Day-of checks - quickly see outstanding balances and access caregiver phone numbers to contact them directly. Export the list of students attending the trip or event to share with teachers or organisers.
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