Using actions to Unapply 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;

Unapply a payable Information

You can remove payables applied in error. No record of these payables will be kept.

Please note this action cannot be used if payments have been made. A refund will need to be actioned prior to unapplying if done in error. For more information about refunds, please visit: Using actions to refund a payable.

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.

Show advanced filters allows you to view your groups.

You can also Include Hidden and Include Exempt payables. 

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

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.

Select Action: Unapply

Select - No payments.  

Unapply can only be applied if no payment has been made. 

For unapply, if a caregiver has paid or part-paid, they will need a refund. You can action a refund. For more information, please visit: Using actions to refund a payable.

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. 

Use the dropdown menu to Select action: Unapply

This will unapply the payable without adding exemptions. It removes the payable item from selected accounts.

            

Click Confirm

A pop-up box will appear confirming the payable(s) has been successfully unapplied. This is intended for correcting cases where the payable was applied in error and will remove any record of the payable.

If the error occurred when you have applied payables to a Group, Year or Entire School the resulting Payable Rule can also be removed by using Disable Rule on the Payable Maintenance page.   

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

• Related Articles

• 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 ...

• Using actions to refund 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; Refund Payable ...

• Using actions to exempt a student from 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; Exempt a ...

• Using actions to Save Group

  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; Save Group ...

• Using actions to change charged amount

  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; Change Charged ...