To link a student to a new family always make sure you notify your Debtor/accounts person as they need to print out transactions listing for both families before you link to a new family because the system will take all balances relating to that student to the new family.
Step 1: Your Debtors/account person should run transaction listings for both families before you link to a new family.
Example – we are going to transfer C Burgess from Burge01 to Booth01
We are going to transfer to family BOOTH01
Total BURGE01 $39839.00 + BOOTH01 $2233.40 = $42072.40
Step 2: Linking your student to a new family Scholastics > Administration > Student View
- Select your student
- [Select Link to New Family]
SAVE – this message will come up
- if you have not told your Debtors /Accounts person say NO and get them to do Step 1
- if they have completed printing the transaction listing then YES
Step 3: Debtors/Accounts person – in Debtors call up the first family e.g. BURGE01 and validate family
- Select [Family Key]
- select [Validate]
- Pop up message – [YES]
SAVE
Step 4: Select the other family e.g. BOOTH01
- Select [Family Key]
- Select [Validate]
- Pop up message – [YES]
SAVE
Now check the balances – BOOTH01 $27220.90 + BURGE01 $14851.50 = $42072.40 (the balance is what we started with)
Run your Debtors Reconciliation and Account Validity to double check that there are no errors.
Note:
To make your balances stay with original family you will need to ring PCSchool help line or email help@pcschool.net and we will get back to you. A ZZstudent will need to be created and we will have to go in the background and attach these charges to the ZZstudent.
This will transfer all Invoice & receipts and sundries – it will not transfer Vol Payments
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