Debtors - Linking a Student to a New Family - back office only

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

1. Select your student
2. [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

1. Select [Family Key]
2. select [Validate]
3. Pop up message – [YES]

SAVE

Step 4:  Select the other family e.g. BOOTH01

1. Select [Family Key]
2. Select [Validate]
3. 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