Version 183 Overview

Direct Debit Support contact number visible within Debit set-up journey

When changes were made to the Direct Debit mandate Lloyds Bank requested a Direct Debit Contact telephone number be made available for payers to use if they have any issues with their Direct Debit.

This is a legal requirement and is a condition of the contract ParentPay has to be able to perform paperless Direct Debit setups.

The following text has been added to the ParentPay One-click payment setup confirmation email: "If you have any questions about Direct Debit setup contact 02475272963”.

Direct Debit E-Mail Changes

The request by Lloyds Bank to add additional information to the ParentPay One-click payments set-up confirmation email provided an ideal opportunity to style the email to look like a Direct Debit mandate.

Making these changes will hopefully provide users with a better understanding of what they have selected to set up when they signed up for One-click payments.

The deployed enhancements will ensure the ParentPay One-click payments set-up confirmation email layout works for desktop users, and when viewed on a mobile device, using all email types (Outlook, Microsoft office, Gmail, Hotmail, etc.).

Confirm/Update and save the Mandatory Meal / Session Prices for the EOY Assistant, where the FSM daily allowance is NOT affected

School Managers can now update the mandatory meal/session prices page within the EOY Assistant when the FSM daily allowance is not affected. The option to select to Update meal/session prices is available for completion once the Update contact details task is completed.

A School Manager is able to confirm or amend the meal prices for the next Academic Year, to ensure the correct meal prices are applied when the FSM daily allowance is not affected.

If the meal price change is equal to or below the existing FSM allowance, or no change is made, the FSM daily allowance will not be altered or affected.

When the School Manager confirms the new cost of the meal, and there is no required change to the FSM Allowance, they are directed back to the Mandatory tasks page where the status of the Update meal/session prices task will be marked as 2/2 tasks complete.

Ability to Update and save the Mandatory Meal / Session Prices for the EOY Assistant, where the FSM daily allowance IS affected

School Managers can now update the mandatory Meal/Session prices page within the EOY Assistant when the FSM daily allowance is affected. The option to select to Update meal/session prices is available for completion once the Update contact details task is completed.

A School Manager is able to amend and update the meal prices for the next Academic Year. If the meal price change is equal to or below the existing FSM allowance, or no change is made, and the FSM daily allowance will not be altered or affected the School Manager will be directed back to the EOY Assistant home page.

However, if the meal price change is higher than the present FSM daily allowance the School Manager will be directed to the Confirm or amend your FSM allowances page to enable them to update the daily FSM allowance if required.

Once the cost of the meal and the daily FSM allowance has been updated the School Manager will click Save and close and be directed back to the Mandatory tasks page where the status of the Update meal/session prices task will be marked as 2/2 tasks complete.

Enable Chasing debt balances via the Managing debt and credit balances optional task in the EOY Assistant to be updated and saved

School Managers are now provided with the correct guidance to enable them to chase debt via the Managing debt and credit balances task. The Managing debt and credit balances task is an optional task visible below the mandatory task.

When a user selects the Managing Debt and credit balances task they are directed to the Chasing Debt Balances page. A School Manager will have the option to Download a debt balance list and Create debt letters.

Clicking Create debt letters will direct the user to the ParentPay Communication Centre (PCC) section via a new tab.

To enable the debt balance list to be downloaded via the Managing Debt and credit balances optional task in the EOY Assistant

School Managers now have access to the Managing debt and Credit Balances task. A School Manager has the option to Download a debt balance list from the Chasing Debt Balances section.

The Debt balance list can be downloaded as either an Excel file or a CSV file.

FSM Scheme Filters Added to the Balance Report

School Managers now have the ability to filter their Balance report request to only show balances for Free School Meal pupils, Universal Free School Meal pupils, and London Free School Meal pupils (if relevant).

The Balance report is accessed via Finance > Reports > Other reports > Balance report. Previously the Group 2 filter did not include FSM, UIFSM (or LFSM) for the Balance report and a School Manager was unable to request the report for only these groups.

School Manager is able to action the following: Request a Balance report for FSM only Request a Balance report for UIFSM only Request a Balance report for LFSM only

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