Events
Overview
This article explains how you can view a list of internal payments and refunds, along with Swipe payments, but not Swipe refunds.It also shows any outstanding balance related to pupils invited to events, regardless of method, in a single table, using the Reconciliation Report. The report saves you time by improving visibility, simplifying reconciliation, and reducing the need for manual data collation across systems or different events.
Instructions
In Events, follow these steps to open the Reconciliation Report to view all payments by pupil:
- Select Reports.
- Select Reconciliation.
The Reconciliation Report is displayed:
Each row represents a pupil’s event booking. The table columns display the booking, payment and refund details across the various event types.
Tips and best practices
- Select one or more Filters to narrow the report contents by Event Type (for example, Club or Trip), Class Group, Academic Year and date range (From Date and To date). The filters update dynamically based on the various payments and events.
- Select a column heading to sort by that column (either ascending or descending).
- Enter keywords in the search bar (for example, the Event Name) to narrow the report contents.
- Select Export to download the contents of the Reconciliation Report you are viewing.
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Select a Pupil Name to view their full booking and payment history in their individual Pupil Report:
Related information
- Process payments for clubs and trips made offline.
- Process app payments for clubs and trips.
- View individual pupil payments.
Updated