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, operational and Point of Sale (POS) reports.
- Classic Reporting - access POS reports (updated versions now available in New 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.)
- Student Payment Status shows individual student payment progress across three report types — student item progress, group item progress, and student payment history — making it easy to follow up on outstanding balances and track student-specific payments.
POS Reports
- POS Reconciliation groups point of sale payments by payment type — bank transfer, EFTPOS, cash, and so on — for daily banking and settlement tracking. Includes caregiver and student details for each receipt.
- Transaction history lists all point of sale payments and top-ups, with a full item breakdown for each transaction.
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.
- Review and contact - Responses shows caregiver responses to questions attached to payment requests, making it easy to check permissions, gather trip information, and review special requirements.
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.