Summary of different types of reports for Kindo Payables
Access: Payable Administrators
Kindo Payables – Report Types
The reporting page offers two options:
- New Reports - access a broad range of financial and operational reports.
- Classic Reporting - access Point of Sale (POS) reports.
Through these, administrators can monitor financial performance, review student and caregiver account information, track outstanding payables, and view POS transactions to complete reconciliation.
New Reports
Financial Reports
Financial Performance
- Summary provides an overview of payment requests, payments received, and outstanding balances within a selected date range, providing a clear view of financial performance that can be shared with a board or leadership team.
- Trend Analysis tracks payment requests, payments received, and outstanding balances across multiple periods, making it easy to identify trends and highlight changes in financial performance over time.
- Year over Year Comparison compares payment request performance across multiple years, highlighting growth trends and areas that may need extra attention.
Student Payment Tracking
- Aged Receivables displays an overview of student's outstanding compulsory payment requests based on when they were charged (applied.)
Operations Reports
- School Managed Accounts identifies caregivers who currently have a School Managed Account. These caregivers will not see outstanding payment requests or receive electronic receipts in their Kindo account.
- Unlinked Students Report lists students who are not currently linked to a Kindo account, along with their caregiver information so that families can be contacted and encouraged to set-up an account.
Review and Contact
- Summary outlines students with unpaid payment requests along with caregiver details, making it easy to follow up directly with families - especially useful for managing payments for trips and events.
Classic Reports
POS
- Reconciliation Report provides a breakdown of payments by type. (Eftpos, cash, etc.). Includes the Kindo account holder's email but not student details.
- POS History lists all transactions and top-ups, including account information, student name, and room number.
The Payable Status page displays all outstanding payments grouped by item, so you'll see all Camp payments together, followed by Activity Fees, and so on.
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