Account Balance Report

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Useful Information

Displays a list of pupils and staff who have an account balance, giving their Account name, Account number, Alternate account number (for schools using the Cashless Catering link) and Balance.
The report can also be generated to include accounts with a zero balance.



Account Balance Report

  1. Click on the Reports tab

  2. Select Account reports 

  3. Select the Account balance report

  4. Select from the following options:

    1. General pre-payment account or Cafeteria account 

    2. Include zero amounts

    3. Group results by class

    4. This opens up further options, if required:

      1. New page for each class

      2. Include staff

  5. Select OK



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