Useful Information
Duplicate pupils are created if a pupil does not have a Pupil ID in SCO or a different Pupil ID was used when new pupil data was imported.
Manage Duplicate Pupils
View the Pupils via the Accounts tab
Click on the Accounts tab in Schools Cash Office to view the pupils.
Decide which Account to retain
1. Has the parent registered online?
Check that the pupil you wish to delete isn’t already linked up with a registered parent online.
- Click on the Accounts tab
- Check the Reg’donline? column
- We recommend that you retain the pupil account that has a tick 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
2. Which account has recent transactions against it?
- Double-click on the pupil account
- An account statement will be displayed
- If no transactions have been entered against either version of the duplicated pupil and the parent hasn't registered online, we would recommend that 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
How to move the correct ID from one pupil to another:
If you need to retain the pupil without the correct Pupil ID, you will need to transfer the Pupil ID as follows:
- Right-click on the pupil with the allocated Pupil ID, click on Edit pupil details
- Highlight the Pupil ID, cut the Pupil ID (Ctrl X or right-click and select Cut)
- Click on Done
- Right-click on the pupil without the correct Pupil ID, click on Edit pupil details
- Paste the Pupil ID (Ctrl V or right-click and select Paste)
- Click on Done
- Repeat for each duplicate pupil
If you have a link to a cashless catering system, the Pupil ID in SCO must match the Pupil ID used in the cashless catering system.
Delete Duplicate pupils
Once you have identified which pupil to delete, you can delete them via the Accounts tab:
- Right click on the pupil’s name
- Click on Delete
- Click on OK
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.
See also:
Link or Unlink Siblings to an Existing Online Account