Meals - Actions Menu

Using the Transactions Toolbar

1. Navigate to Payments > Transactions.

• Export - Generate a transaction report for the selected school - Change to Exports grid details displayed
• Debt Ltr 1 - Generate a debt letter for the selected student with a reminder to pay in advance
• Debt Ltr 2 - Generate a debt letter for selected students regarding free school meals entitlement with a reminder to apply to the council for free meals
• Debt Report – Generate a school meals debt report for all students with an option to email the report to head teachers
• Credit Report - Generate a school meals credit report for all students
• Trans. Rpt – Generate a transaction report for a selected student with the option to select a date range
• Final Rem. 1 – Generate a final reminder for selected students to repay the debt within two weeks or meals will be stopped
• Final Rem. 2 – Generate a final reminder for selected students to pay for the final term as soon as possible
• Status Filter - View Open, Closed, and Hold transaction data for Students. The default value is set to Open.