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

Default Reason is Applied in Error. Rules will be disabled. 

This is intended for correcting cases where the payable was applied in error and will remove any record of the payable.

Alternatively, select Reason as Other. 

Other (rules left enabled) - This will unapply the payable without removing the rule.

This can be used when you have added payables to a Group, Year or Entire School and you need to remove a payable from a student(s) but keep the rule in place.

      

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

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

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