Summary of different types of reports for Kindo Payables
Access: Payable Administrators
The reporting page allows schools to view all the different types of POS transactions and complete their reconciliation process, view all outstanding payables, and generate a list of students who do not have linked accounts.
There are three options on the reporting page: SMS Linked School, POS, Kindo Payables
SMS Linked School
- SMS Linked School will show you which students are not currently linked to a myKindo account, along with their caregiver information so that schools can email families and encourage them to set-up an account.
POS will give you two options:
- Reconciliation Report - shows you a breakdown of payments by payment type. E.g. all eftpos transactions, then cash transactions etc. You will see the Kindo account holder email, but no student information.
- POS History will show you all transactions and top-ups and also show you the Kindo account information, the student name and room number.
Kindo Payables will give several options:
- Classic Student Payables Review Report - This report allows you to create a pivot table, which clearly shows the percentage paid for each item, and is sorted by GL code. Great for board of trustees or Head of Department reporting.
- Current Available (Proto) Payables - This report will show you all items in the Kindo Payables category on the partner site.
- School Managed Account List - This shows you the caregivers who currently have a School managed account.
- Aged Student Payables by student ID - this will show you the amounts outstanding against the month they were applied.
- Outstanding Payables (advanced)- shows you all outstanding payables and you can select from
Room number order, or General ledger (GL) code order. You will get the
student's name, room number and all outstanding payments.
Payable status page will also show you all outstanding payments but is in item order. So, you will see all outstanding Camp payments first, then Activity Fees etc.
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