Using actions to Hide and Unhide payables

Using actions to Hide and Unhide payables

Access: Payables Administrators

Actions allow you to: 

  • Hide and unhide payable items;
  • Set a payable to paid;
  • Exempt a student from a payable;
  • Retire a payable;
  • Change Start Amount;
  • Save Group;
  • Unapply a payable;
  • Remove a payable from a student and create an exemption for the student.

Using actions to Hide and Unhide payables Information;

Schools can use the Hidden status to hide, but not remove, a payable item from a family's account.
Caregivers will no longer be able to see the payable on their account, and it will not be included in any email reminders sent to caregivers.
Hide: This will hide the item from the family account until you unhide it.
Unhide: This will unhide previously hidden items and make them visible on the caregiver’s account.
 

Select Payable Status from the main Kindo Payables Home page on the shop site.


 


or alternatively go to admin and select payable status. 



Filters

Using the Payable drop-down options: Category and/or Payable, select the particular payable(s) you wish to view.

You can also search for a Payable Category and/or Payable by just clicking and typing in the boxes.
Or you can leave on the default Any.
If All is checked, payables that have been moved to Kindo Payables Historic will also be shown. 

 


Using the Student drop-down options: Room, Year and/or Enrolment status, select which payable applied group you wish to view.
You can also search for a Room, Year and/or Enrolment status by just clicking and typing in the boxes.
Or you can leave on the default Any.

Enrolment status is a function available for some SMS.




You can add visible columns by selecting Columns and selecting additional columns under Column Visibility; Room, Applied, Requested, Rule or Comments.



There are additional filter options for each column. Click on the column heading and an arrow will appear.
You can view the information in the column in alphabetically/numerical order - ascending or descending.
This filter can be applied to any of the visible columns.




If you see an ‘UNKNOWN’ or '-' in the Room column for a student, it often means the student is a pre-enrol, or the student has left the school. 
It can also mean that you have not allocated a room number. Please let our Helpdesk know and they will work with you to correct it.

Using these options allows you to narrow down the list of payables further.

You can also search by just clicking and typing in the boxes.

 If you want to see all outstanding payables, leave all boxes with Any selected.


  Show advanced filters allows you to view students in groups.




You can also Include Hidden and Include Exempt payables. 

All payables for your selected criteria will appear on the screen to view.

Select which options you would like to view on your screen - No payments, Part payment and/or Paid.  

All payables for your selected criteria will appear on the screen to view.

To select all, select the top box and all payables will be selected. 




Select action: Hide

Use the dropdown menu to Select action: Hide




Hide Payable prevents payable(s) from being shown to caregivers on myKindo or being included in emails. 



Add information into the Comment section. This comment will appear on Payable Status when the comment column is selected.

      
Click Confirm.       
A pop-up box will appear confirming the payable(s) has been successfully Hidden. 


Select action: Unhide

Unhide: This will unhide previously hidden items and make them visible on the caregiver’s account.



Use the dropdown menu to Select action: Unhide.


Click on and 1 more to see other records selected. This will only appear depending on the number of how many records you have selected. 

Fill in the compulsory Comment field. This comment will be added to your previous hide comment, and appear on Payable Status when the comment column is selected.

      
Click Confirm.       
A pop-up box will appear confirming the payable(s) has been successfully Unhidden. 

For more information about Payable Status Actions, please visit our Knowledge Base: Payable Status.

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