Dinners Generate Mail Merge

To generate the Mail merge documents:

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 Generate mail merge

3. 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.

4. If required, click the Filters button to filter for:

   1. Minimum debt amount in pence (the default is 0.01, i.e. 1p)

   2. Maximum debt amount in pence

   3. Minimum age of debt(the default 0 will display all debts)

5. If required, you can also tick the following:

   1. Exclude pupils whose family account is in credit?

   2. Exclude meals entered after selected date – after ticking the box you will need to select the date to exclude meals from - this means meals added after this date will not used in the debt letter

   3. Click OK

6. You can select an individual pupil by clicking the Select recipient drop down

7. If you require staff to be included tick the Staff tick box

8. If you wish to attach a Statement report, tick Attach statement report? and click on Report selection to choose the required date range. Click OK.

9. Select the required template in the Select template box (see above for details of available documents)

10. For schools using the SCO Communications module, select Email and/or Text if required

11. Select Generate

For further reports see:

SCO Modules

FAQs