The Initial Balances 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.
IMPORTANT
Please note only Schoolcomms integrated schools can access this report.
Classic User Interface Guidance
Classic User Interface Guidance
Accessing Reports
Navigate to Payments > Students.
Generating Initial Balances List
Select the Relevant Site [1] from the navigation tree located on the left-hand side.
Select Reports [2] and click Initial Balances Template [3].
The report contains the following details:
- School name
- Year
- Surname
- Forename
- DOB
- ID
- Class
- FSM eligibility
- Type
- Initial balance
- SIMS ID
List Exports for Initial Balances
- Navigate to Meals > Meals.
- Select the Relevant Site [1] from the navigation menu.
- Open the Actions Menu [2].
- Click Initial Balances Template [3].
- The Initial Balance Template will now be downloaded into an Excel Spreadsheet with the following information:
- School name
- Year
- Surname
- Forename
- DOB
- ID
- Class
- FSM eligibility
- Type
- Initial balance
- SIMS ID