Using actions to Retire a payable
Access: Payable Administrators
Select Payable Status from the main School admin home page on the shop site.
If you need help finding the relevant payable data on this page, please refer to: Payable Status - Filters and tools to refine your view.
About Retire
- Retiring a payable will remove all record of this student’s payable from all the Kindo
Payables pages.
- The retire function is a permanent removal of the record
from the Kindo Payables pages.
- Retired payables will no longer show on a parent's account.
- Retired payables can be included in your Kindo Financial Performance reporting, and individual payments will always show on your Order Status page.
Once you have retired a payable, you cannot get the data back so please Export the payable data prior to retiring it either on the Payable Status Page or Payable Reporting Page (or both).
- Payable items can be retired at any time. However, usually payables will be retired when a student has left or at the end of the year when a school may choose to write-off any unpaid payables.
- Retire can be done for all payables, even when there have been part payments or fully paid.
This is a good function for keeping Payable Status page tidier and
more relevant each year. For more information, please visit Tidying up and retiring payables.
EXAMPLES OF USE:
Your school requests donations or contributions. It is time to apply these for the current year, so you choose to Retire the existing requests from last year.
Student/s have left and the decision has been made to no longer chase this outstanding debt, so the items are retired.
You are completing your end of year tidy up, and no longer need to see all previously paid items on the Payable Status page.
Select Action: Retire
Select which payment statuses you would like to view on your screen - No payments, Part payment and/or Paid. The page defaults to No payments and Part payments.
If you are retiring payables as part of your end-of-year tidy-up, make sure you also select Paid so that fully paid items are included.
All payables matching your selected criteria will appear on the screen.
To select all, tick the top box and all payables will be selected:
Reminder: this is the time to Export the data as a record.
Use the dropdown menu to Select action: Retire:
If you wish, click on and 1 more to see other records selected. (This will only appear sometimes, depending on how many records you have selected.)
Fill in the compulsory Comment field. This comment will appear on the Connect page and on your accounts reporting, and also on on Payable Status when the comment column is enabled.
Click Confirm.
A notification box will appear confirming the payable(s) has been successfully Retired.