Using actions to Save Group

Using actions to Save Group

Access: Payable Administrators

Actions allow you to: 
  1. Change Charged Amount;
  2. Hide payable items;
  3. Unhide payable items;
  4. Unapply a payable;
  5. Exempt a student from a payable;
  6. Retire a payable;
  7. Refund Payable;
  8. Pre-paid Enrolment;
  9. Save Group;


Save Group Information;

Payable Administrators can create and save a group on the Payable status page.
This will create a Kindo group.

Saving a Group in Payable Status

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 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.

For more information about Payable Category, please visit our Knowledge Base article: Creating a Payable Item.


Select Action: Save Group

You can select to view No payments, Part payments, and/or Paid payables.

It will default to No payments and Part payments. 
 
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 the individual/s you want to place an action against by clicking on the tick box next to them.


   Click on the Select action drop-down box and select Save Group. 




For more information regarding actions, please visit our Knowledge Base: Payables Status.
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. 



Enter the Group name for your new Kindo Group. This is a compulsory field.  

We recommend including the year in the name of the group - 2024 Student Leaders

Select Confirm.

If you attempt to use a Group Name that already exists, you will be shown an error message. The group name must be unique.

The group will now appear on your group editor page, and you can add and remove students as needed. 

For more information regarding Groups, please visit Group Editor. 



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