SchoolMoney FAQs and Top Support Queries

Recently we’ve received a surge of support queries as teachers and school staff begin to use SchoolMoney to its fullest once again. To help you get back on track, we’ve written out our top FAQs so you can quickly re-learn important features!

Making school refunds

Due to the current situation, we are aware school trips, residential trips, dinner/club credits need to be refunded back to your parents. Below are some simple steps to make refunds:

To refund from a payment simply follow these steps:

1. Go to the ‘Cashier’ tab
2. Find the relevant child
3. Select the payment you want to refund on the left
4. On the right-hand side of the screen, in the drop-down box, select the ‘Refund’ option
5. Enter any relevant details
6. Click ‘Refund’ to complete the refund process 

To refund from credit:

1. Go to the Cashier tab
2. Find the relevant child
3. Click on the Parent in Credit by Link in the top right
4. Select the credit you want to refund so the line is highlighted in grey
5. Select ‘Refund’
6. Enter any relevant details
7. Click ‘Refund’ to complete the refund process

Adding Pre-admissions

As we are coming close to September, you will need to start adding on pre-admissions onto your system. Please follow the steps below: 

To add pre-admissions go into the Admin tab and select Students. Press the Add button on the bottom right corner and enter the student’s name in the boxes provided. The ADNO box should be left as zero, the admission status should be new admission and the year and form should be set to visitor. Enter the mobile and email details in the boxes provided and press Save. 

When the children import from your MIS system, it will try to match up the new account with the existing pre-admission accounts; if the name, mobile and email all match up it will simply move the pre-admission account to the child’s new class. 

Changing school dinner prices

As you start preparing for September, you may want to start creating new registers for the new academic year. If the dinner prices change in September, you can easily change the prices on the system. Below are instructions:

How to change dinner costs (For Non-Cashless Catering Schools)

Ensure you have created the dinner week in which the dinner price is set to change (by saving the week in the Dinner Register tab), and then press F5 to refresh. Follow these steps:

1. Click on the Admin Tab
2. Click on the Manage Dinner Payments
3. Click on the week to be changed so that it highlights in grey 
4. Click on the Update Amounts button in the bottom left-hand corner 
5. In the popup box, change the Amount per child 
6. Press Save in the bottom left-hand corner   

Remember to adjust the ‘Dinner Top-up’ amount in Admin/Parent Options if parents are not pre-booking meals.   

How to change dinner costs (For Cashless Catering Schools)

To change school dinne costs, please follow these steps:

1. Go to Admin and scroll down to Manage Dinner Items  
2. Double click on each item, adjust the price as necessary and press save 
3. Repeat for all items currently in use  

This has an instant effect, and cannot be done in advance.

School club costs

Are you changing the costs of clubs? Below are details on how to change the duration of your clubs:

1. Click on the Payments Tab 
2. Double click into the club week when the new price will be effective. (If this is not showing you may need to create it from the Club Register tab) 
3. Click on the Configure Durations button 
4. If you are adding a new pricing slot: In the popup box, change the number of Durations per day by clicking in the dropdown box  

If you are just changing a cost: Change the club cost 

Summary

We hope this article answers your question! If you need any further help, please don’t hesitate to contact our support team:

[email protected]

0207 237 8456

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