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SIS 2000+ Food Services

Sec. 6b, Accounts / Account Payments Records
 

The Accounts 'Payments' page contains payment records recorded by the following methods:

• Imported 'Balances Forward' during system installation and setup
• The Cafeteria module
• The Payments module
• Food Service Account payments recorded through SBA Transactions
• Payment records entered or edited directly into Accounts Payments (Fig. 1).

Fig. 1 - Accounts Payments, read-only mode
 
 

6b.1 View Payment Records
Click on the 'Payments' tab to move to the Payments page for this account. The view may be adjusted to 'Sort by'  Ascending or Descending order for the Loc, Date, Type and Drawer columns. To change the sort order, place the cursor in the column header and click. The sort may be changed from edit mode and from read-only mode. Today's payments display in red.

Fig. 2 - Payments page, edit mode
 
 

6b.2 Edit Payment Records
Click on the Edit button to place this account into edit mode (Fig. 2). Edit mode enables the 'Payments' page command buttons Add and Delete, and the 'Accounts' command buttons Done and Quit. Another account may not be loaded until the current account is released from edit mode.

6b.2.1 Select a Payment record
Click on a record to select, or use the up/down arrow keys to move from record to record. Tab and Enter move through the fields within a payment record. Each field is highlighted as it is selected. A marker (arrow) and focus indicate the currently selected record.

6b.2.2 Edit a Payment Record

Location (Loc) -
Location (the site recording the payment) defaults to the consumer's enrollment site.


Fig. 3 - Source of default Loc.

Location remains read-only to the default site unless a district-wide database is in use and login has been completed to the district as Administrator.  Sites (locations) within the district are then available and may be selected by clicking on the Loc. field to open the list of names or numbers (depending upon how schools are identified).  The District Office designation is 'do'.  Cash drawers must be present for the District Office to record transactions for this location.  See Sec. 15a, Cash Drawer Editor.


Fig. 4 - Change Location

Date and Amount -
Move to the field and retype the data.

Payment Type -
Click on the drop down list box and select (click on) a different payment type. A payment type may also be selected by entering the first letter (B = Balance Forward, R = Refund, etc.) with the focus on the Type field.

Drawer -
The Cash Drawer associates the payment with the school. Only the cash drawers present for the School are available -- including the District Office. See Sec. 15a, Cash Drawer Editor.
 

6b.2.2.1 Edit a Cash Drawer
Click on the Drawer text field to display cash drawers. School availability is determined by initial system login. School selection determines which cash drawers are available. Click on the Drawer field and select a cash drawer. Click Done to exit.


Fig. 5 - Edit Cash Drawer

 
 
 

6b.4 Delete a Payment Record
From edit mode, highlight the payment record to be removed and select Delete. Select 'Yes' or 'No' from the confirmation prompt.
 
 

6b.5 Payments Totals
Account total of payments.  This figure is updated automatically.
 
 

6b.6 Note:
A Memo is available for each payment record. If a memo is present, a 'pencil' icon will display in the Note field. Double-click on the field to open the note (Fig. 6). Enter/edit text as desired (length is not restricted), Save and Done when finished.

Fig. 6 - Payment Memo