Useful Information
The Trip Grid offers a speedy way to enter income and simultaneously add a pupil to a trip
This screen displays all pupils in alphabetical order of surname
All trips are listed across the top in alphabetical order
View the Key to see which pupils are on trips, eligible for trips, or paid in full
Use the Filter class or Filter year group options at the top
Record Trip Income Using the Trip Grid
- Click on the Trips and events tab
- At the bottom left click on Trip grid
- To select a pupil either
- Click in the grid alongside the pupil's name and under the relevant trip or
- Select the pupils Name from the drop down at the top right, select the Trip name from the drop down at the top right
- Click the Payment button
- You may see a warning This pupil is not listed for the ... trip, add now? Select Yes
- Select the method of payment (Cash, Cheque, Credit/debit for BACS or On account to deduct the funds from the pupil's SCO pre-payment account)
- Amend the payment amount if required
- Enter any relevant Memo if required
- Click on Confirm payment
- If you have selected Cheque or Credit/debit as the payment method, the Details window is displayed with the pupil’s surname in the Enter details/reference box
Add any extra details here - for example, the name on the cheque, if different from the pupil's name, and/or the cheque number - Click Done
- If you have selected the option to be prompted to print receipts, you will see this message now
Select Print if required - Enter any Trip specific notes and update any trip tick boxes on the right hand side of the screen
- The Banking and Trips and events screens will now be updated to reflect the income
For other methods of recording trip income see also:
For further help with the Trips and Events module see also:
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