How to record upcoming changes in the EoY Assistant

Introduction

Over time it may be required that you change a system that your ParentPay software integrates with, such as an MIS provider, Caterer, or Cashless Till solution.  In such cases, there are important considerations within ParentPay that need to be reviewed and accounted for before the migration is complete.

The start of a new academic year is a common time for schools to change the systems they use so the End of Year Assistant provides an opportunity for the changes to be captured prior to potential interruption in the new year.

Entering upcoming changes

We need to know about any changes that could effect the people on the system, their account balances, and where ownership of a service is changing that would need a balance sheet producing for inbound and outbound suppliers.

 

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