View individual pupil payments

Events

Overview

This article explains how to view the individual payments made for a pupil who has planned to attend a future trip / has attended a past trip.

Instructions

In Events, follow these steps to view pupil-specific payments made by their parents:

  1. Select Reports.
  2. Select Reconciliation.
  3. From the Reconciliation Report, locate the pupil whose details you want to view.
  4. Select their Pupil Name:

The individual pupil's report is displayed, listing payments for events run during the current academic year:

Tips and best practices

  1. When locating the pupil in the Reconciliation Report, enter their name in the search bar, or select one or more Filters to make finding them easier.
  2. By default, payments for all event types in the current academic year are listed in the Pupil Report:
    • Select a different academic year, or a specific date range, using the Academic Year and date range filters (From Date and To date).
    • Select the Event Type filter, to narrow the information viewed by a the specific types of event (for example, Club or Trip).
  3. Enter keywords in the search bar to narrow the payment details listed in the pupil report, for example, by a specific Event Name.
  4. Select Export to download the contents of the Pupil Report you are viewing.  

Related information

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