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Useful Information

This produces statements that can be given to parents that show meals taken, payments made and current balance.
The report can be run for the current or previous year, and the pupil address can be included as an envelope header.
Alternatively, a summary report can be generated for all pupils and staff.

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To generate the Dinners money statement:

  1. Either:

    1. Click on the Reports tab and select Dinner money reports or

    2. Click on the Dinners tab and select the Reports button on the right of the screen

  2. Select Dinner money statement

  3. Select the required Report date range

  4. To display a summary of all pupils and staff, tick the Display summary No further options are available if this box is ticked, but the generated summary report will display Grand totals on the last page

  5. Tick the Include envelope header box if required

  6. Tick the Only show pupils with debt box if required

  7. Tick the Include free school meals pupils box if required

  8. Select Pupil or Staff

  9. If Pupil has been selected:

  10. Click the down arrow next to Select class and select the required class, or leave the default All classes

  11. Alternatively, to generate the report for an individual pupil, click the down arrow and select the required pupil

  12. If Staff has been selected, click the down arrow and select the required staff member or leave the default All staff

  13. Click OK


For further reports see:

Page Tree
rootReports for Dinner Money


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