Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info
titleUseful Information

For schools using external caterers alongside Tucasi’s SCOPAY, parents are able to request refunds for unused cashless catering funds via SCOPAY.  The caterer can then authorise such refunds via the Caterer refund portal.

Image Removed


1. Parent functionality on SCOPAY

...

2. Caterer functionality on the Caterer refund portal 

Image Added

a. Log in to the Caterer refund portal

The caterer logs in to the Caterer refund portal (username and password will be provided by Tucasi Support).

The dashboard will display any refund requests and can be filtered by
School, Transaction status and/or Date range

...

Select Acknowledge once actioned and a message will be displayed. The line will disappear from the Manual intervention screen.


...

h. Export to Excel

If the caterer requires a list of the refunds requested and/or processed, with the relevant data displayed, select the Export report (top right of the screen) to generate a csv file of what is currently displayed on the screen.


See also

...