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School Shop - Student Sales Transfer to Parent Accounts Video

This video explains how to process School Shop sales using Method 2, where student School Shop balances are transferred to parent accounts in TASS.web for payment as part of the billing cycle. It walks through why student or family statements must be generated first to provide itemised detail, then demonstrates how consolidated balances are transferred as a single charge to parent accounts either automatically during the billing run or manually using the Shop Billing program. The video also shows how School Shop charges appear on the parent ledger, ensuring schools can manage School Shop transactions centrally through parent accounts while maintaining clear financial records.

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00:03 - Overview of transferring School Shop sales to parent accounts
00:14 - Payment methods for student School Shop accounts
00:34 - Method 2 explained: transferring balances to parent accounts
00:39 - Generating student and family statements
01:26 - Consolidating statements by family
01:38 - Statement delivery and formatting options
02:21 - Address hierarchy for School Shop statements
03:07 - Reviewing generated family statements
03:48 - Options for transferring School Shop charges
04:02 - Including School Shop charges in automated billing
04:41 - Running the Shop Billing program
05:46 - Viewing transferred charges on the parent ledger

To start the video, click the image-20250617-051747.png ‘Play’ icon.

To enlarge the video, click the image-20250617-051554.png ‘Full Screen’ icon, or use Ctrl and + to zoom in, and Ctrl and - to zoom out.

To enable subtitles, click the image-20250617-055720.png ‘Closed Captions’ icon and select ‘English’.

To adjust the speed of the video, click the image-20250617-055949.png ‘Settings’ icon, then select your preferred ‘Speed’.

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