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Manage Duplicate Pupils

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1. View the Pupils via the Accounts tab

Click on the Accounts tab in Schools Cash Office to view the pupils.Image Removed

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2. Decide which Pupil Account to retain

1a.  Has the parent registered online?

Check that the pupil you wish you wish to delete isn’t delete isn’t already linked up with a registered parent online.:   

• Click on the Accounts 

  tab 

  tab 

• online

  Check the 

  Reg’d

  Reg’d online?

   column 

   column 

• We recommend that you retain the pupil account that has a tick

  in the box 

  in the box - this account is linked to the parent's SCOPAY account
  Alternatively, it is possible to switch which account is linked online - see Link or Unlink Siblings to an Existing Online Account 

2b.  Which account has recent transactions against it?

• Double-click on the

  pupil

  pupil account

• An account statement will be displayed

• If no transactions have been entered against either version of

  the duplicated

  the duplicated pupil and the parent hasn't registered online, we would recommend that

  you retain the pupil with the correct Pupil

  you retain the pupil with the correct Pupil ID 

• If there are transactions, you will need to decide which account to retain.  It is not possible to merge accounts, so we would recommend keeping the account with the most recent transactions

• If you have a link to a cashless catering system, click the dropdown at the top right to switch to the pupil's cafeteria account to see if there are relevant transactions
  
  

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3. How to move the correct ID from

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one pupil to another: 

If you need to retain the pupil without the correct Pupil the correct Pupil ID, you will need to transfer the Pupil ID as follows:      

• Right-click on the

  pupil with the

  pupil with the allocated Pupil ID, click on Edit pupil

  details 

  details 

• Highlight

  the Pupil

  the Pupil ID,

  cut

  copy the Pupil ID (Ctrl

  X

  C or right-click and select

  Cut

  Copy)

• Add the word OLD to the end of this Pupil's ID so that you can identify which account to delete

• Click on Done

• Right-click on the

  pupil without the correct Pupil

  pupil without the correct Pupil ID, click on Edit pupil

  details 

  details 

• Paste the Pupil ID (Ctrl V or right-click and select Paste) 

• Click on Done

• Repeat for

  each duplicate pupil 

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• each duplicate pupil 

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4. Move any balances from one pupil to another: 

If the pupil you will delete has any balances for Dinners, Extended day, Pre-payment account or Trips, you will need to transfer the balance across to the remaining pupil, as follows:   
Use your browser's back button to return to this page after each section is complete.

Transfer Dinner Money Funds between Pupils / Siblings

Transfer Extended Day Funds between Pupils / Siblings

Pre-Payment Account Transfer between Pupils

For any trips, ensure the correct version of the pupil is on the trip.  If necessary, Discount the Pupil to reflect any trip payments made on the pupil's account selected for deletion.

Cashless catering balances will update automatically at the end of the day.

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5. Delete Duplicate pupils  

Once you have identified which pupils pupil to delete, you can delete them via the Accounts Accounts tab: 

• Right click on the pupil’s

  name 

  name 

• Click on Delete

• Click

  Click on OK

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6. Check the Total number of pupils listed

At the bottom left of the Accounts screen, below the Help button, check that the number of records matches the number of pupils on roll in your MIS. Image Removed

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See also:

How to restore deleted pupils

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