Meals - Initial Balance Report

The Initial Balance Template makes it possible to import initial balances without having to reformat the data.

  This article will teach you...

How to export a list of Initial Balances.

Classic User Interface Guidance

Classic User Interface Guidance

Navigate to Payments > Students.

Select Report [1] located in the top right corner to view all available Reports within Students.

Click Initial Balance Template [2] to export all student Initial Balance Data into an Excel spreadsheet.

Initial Balances.png

The report contains the following columns:

  • School name
  • Year
  • Surname
  • Forenames
  • DOB
  • ID
  • Class
  • FSM eligibility
  • Type
  • Initial balance

Accessing the Initial Balance Report

  1. Navigate to Meals > Meals.
  2. If required, select a Site [1] from the navigation menu.
    1. Selecting Site.png
  3. Click Actions [2].
  4. Click Initial Balances Templates [3].
    1. Inintial Balance.png
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