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This enables you to produce letters and invoices for individual pupils and staff with debts and credits. The documents are generated in Microsoft Word, where they can be printed and/or saved. Extended Day Debt Extended Day Credit |
Extended Day Generate Mail Merge
To generate the Mail merge documents:
- Click on the Extended day tab and select the Reports button on the right of the screen
- Select Generate mail merge
- Choose to generate a letter to pupils who have dinner money credits or debts by ticking the Pupils with dinner money credit? box if required.
- If required, click the Filters button to filter for:
- Minimum debt amount in pence (the default is 0.01, i.e. 1p)
- Maximum debt amount in pence
- Minimum age of debt (the default 0 will display all debts)
- If required, you can also tick the following:
- Exclude pupils whose family account is in credit?
- Exclude session codes entered after selected date? – after ticking the box you will need to select the date to exclude sessions from - this means sessions added after this date will not used in the debt letter
- Click OK
- Leave the selection as All accounts with debt or select an individual pupil by clicking the Select recipient drop down
- If you require staff to be included tick the Staff tick box
- Select the required letter in the Select template box (see above for details of available documents)
- For schools using the SCO Communications module, select Email and/or Text if required
- Select Generate
See other Extended Day Reports here:
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Extended Day Debt Analysis Report
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