Using actions to retire a payable

Access: Payable Administrators

Actions allow you to: 

• Change Charged Amount;
• Hide payable items;
• Unhide payable items;
• Unapply a payable;
• Exempt a student from a payable;
• Retire a payable;
• Refund Payable;
• Pre-paid Enrolment;
• Save Group;

Retire a payable Information;

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. 

Payable items can be retired at any time. Generally, 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.

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. 

Retire can be done for all payables, even if 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.

 

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, Payment request year 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.

 

Show advanced filters allows you to view students in groups.

You can also Include Hidden and Include Exempt payables. 

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.

Select Action: Retire

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

By default, No payments and Part payment are selected.

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 check box - this will select all visible payables.

Use the dropdown menu to Select action: Retire.

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 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 Retired.

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

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