SLS - Flag Transactions
Important!
This is an important process if you operate this shop in the mode where statements are generated and sent directly to parents.
It is important that this program is run so that the system has a record of which transactions have been printed onto statements.
It is not necessary if you operate this shop in the mode where student shop balances are transferred to the Parent Accounts module.
Running this program updates the 'On Statement' flag (to 'Y') for transactions up to the cut-off date specified.
Very Important!
Do not run this program until statements have been generated and printed successfully.
| Fields that require further explanation | |
|---|---|
Transaction Cut-off Date | Transactions up to this date will be flagged and therefore will not appear on subsequent statements generated from this shop. This should be the same date as the 'Statement Cut-off Date' that you used in TASS.web program Finance > School Shop > Period End > Student/Family Statements. |
Have you printed/emailed Statements? | You must check this box to continue. Important! This is designed to be a reminder for you as it is critical that you have printed your statements before proceeding with flagging. Once flagging has been completed the 'On Statement' flag is set and transactions up to the 'Cut-off Date' will only be included in the balance forward total in subsequent statement runs. |
Click the 'GO' button to commence flagging.