Correct A Student Balance
There are times when the system administrator needs to correct or change the money balance on a student’s account. There could be many reasons for this action with a few being a clerical error at the point of sale, posting to the wrong account, returned checks, refunds, and others.
This operation is accomplished in the back office in the Master file Maintenance program under MEAL INPUT CORRECTIONS. Even though this program is named MEAL INPUT CORRECTIONS it is where we make cash corrections also. You will note that in addition to making just a cash correction, you may use this routine to do other things as well. Below is a list of operations you can accomplish with this program. A= Adjustment You can record an adjustment to an account. This is the most common flag used when correcting an account and it does not affect the received cash . R= This is used when the transaction is an actual cash transaction and is the default flag. N= Used to correct the student balance as a result of a returned check. It is good to use this flag as it records the fact of a returned check so they may be tracked. B= This is normally used only when the POS system is installed and indicates a balance carried forward. T= The system administrator may use this to transfer money balances from one student to another. Normally used when transferring monies from one sibling to another or from staff to student or visa verse. When this flag is chosen the program will display a field in which you may indicate the account number of the receiving person
E= This flag is used for making refunds to the student or staff member. We would not use A or R to accomplish this action and is
mostly used for students graduating or leaving the district.
View the slides below to follow the step by step process
This operation is accomplished in the back office in the Master file Maintenance program under MEAL INPUT CORRECTIONS. Even though this program is named MEAL INPUT CORRECTIONS it is where we make cash corrections also. You will note that in addition to making just a cash correction, you may use this routine to do other things as well. Below is a list of operations you can accomplish with this program. A= Adjustment You can record an adjustment to an account. This is the most common flag used when correcting an account and it does not affect the received cash . R= This is used when the transaction is an actual cash transaction and is the default flag. N= Used to correct the student balance as a result of a returned check. It is good to use this flag as it records the fact of a returned check so they may be tracked. B= This is normally used only when the POS system is installed and indicates a balance carried forward. T= The system administrator may use this to transfer money balances from one student to another. Normally used when transferring monies from one sibling to another or from staff to student or visa verse. When this flag is chosen the program will display a field in which you may indicate the account number of the receiving person
E= This flag is used for making refunds to the student or staff member. We would not use A or R to accomplish this action and is
mostly used for students graduating or leaving the district.
View the slides below to follow the step by step process