Exporting financial data

Providing your finance package can accept Excel files for import you can use the payment data reports in ParentPay to populate your finance package.


Exporting payment data from ParentPay


Click on Payment items > Reports and select Payment report

 

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  • Payment Item: select the payment item you want to report on or leave as All
  • From and to dates: select the dates you want a report for
  • Click Advanced options
  • Payment status: processed
  • Payment method: select the payment method or leave as All
  • Tick the relevant boxes for any additional information you want to include in your report

 

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  • Click Search/Open in Excel NB: Schools using Private Fund Manager will need to select Excel full report.
  • Save the Excel report into the relevant folder for your Finance system and import the saved report from the folder into your system.