NOTE This is for SchoolComm integrated sites.
The Initial Balances Template makes it possible to import initial balances without having to reformat the data.
Go to Meals > Students > select a Site > Reports [1] button > Initial Balances Template [2]
The report contains the following details:
- School name
- Year
- Surname
- Forename
- DOB
- ID
- Class
- FSM eligibility
- Type
- Initial balance
- SIMS ID