Meal Selection Payments Q&As

  Table of Contents
  1. In Payments > Transactions is there a way I can rectify a mistake?
  2. Which report should I run to get a current up-to-date balance for a child?
  3. If I select a dinner as eaten then sync the tablet when is the accounting or transaction data updated?
  4. In Payments > Analysis > School Roll by Year can I select a date range or a specific day – for census information for example.
  5. How do I create menus for special theme days for the whole school and for individual classes?
  6. On the screen how do I reduce/enlarge the class or year group sizes?
  7. What do I do if I have a technical problem with the tablet?


In Payments > Transactions is there a way I can rectify a mistake?

For example, if there are two children with the same name and I enter an amount against the wrong child.

You have two options:

  1. Click on the Balance [1] of the child with the error to open the Transactions window.

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    In the Transactions window select the transaction, right mouse click the amount in the Spent column [2] and click the Void Transaction [3] option.

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    In the confirmation window click Yes [4].

  2. Click on the Balance [1] of the child with the error to open the Transactions window.
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    In the Transactions window click Add Payment [2] and in the Add Payment pop-up click OK [3].

    In the Add Transaction window click the Type [4] drop down and select Adjustment.
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    Enter a positive or negative amount in the Total [5] field to correct the previous transaction and click Save [6].
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Which report should I run to get a current up-to-date balance for a child?

In Payments > Transactions select the child and either click on the Balance [1] and view the payment history or click on Trans Rpt [2] (Transaction Report sub header bar), choose the date range and run a report which will be exported into Word.

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If I select a dinner as eaten then sync the tablet when is the accounting or transaction data updated?

When you sync the tablet to the website the data is updated straight away in Payments and its Analysis reports. Data for the reports in Reporting is processed overnight.

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In Payments > Analysis > School Roll by Year can I select a date range or a specific day – for census information for example.

The School Roll by Year Type shows the current numbers of students by year. You would need to run this report on the census day to capture the school roll by year on that day.

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How do I create menus for special theme days for the whole school and for individual classes?

You can create theme day menus for the whole school only. You cannot create menus for individual classes:

Go to Menus > Menus > double click Theme Days > click Add Theme Day [1]

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In the Add Theme Day pop-up window give the theme a Description [2], use the check boxes Meal Items [3] to add Vegetables, Drinks and Other food items to the Theme and use the Areas [4] Select check-boxes to assign the Theme to a specific area, leave the Areas check-boxes unchecked if you want the Theme to be available to any area or site, and click Save [5].

NOTE: Assigning a Theme Day to Areas will limit it to only those areas, it will not be available to any other area or site.

Build menus for in the Theme Day by dragging Meal Items from the Items Menu [1] into the Main, Vegetables, Deserts and Drinks menus and click Save [2].  

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Click Sites > select a School [1] > click, drag and drop the Theme day [2] into the Calendar and click Save [3]

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On the screen how do I reduce/enlarge the class or year group sizes?

In the navigation pane on the left-hand side of the desktop, click on the + icon to the left of the school name. This will show Years and Classes.

  • Click on the + icon to the left of Years and Classes to reveal the class or year.
  • Click on the - icon to close the list.
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What do I do if I have a technical problem with the tablet?

If you experience any problem with your tablet and you are unable to fix it, you should contact Cypad Support on 0117 942 9833. If this happens at lunchtime with meal selection your issue will be treated with urgency.

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