SLS - Student Account Inquiry
Overview
The School Shop ‘Student Account Inquiry’ program is used to view account transactions for this shop relating to:
A single student.
A family.
Therefore, you can search based on either student code or parent code.
To find a Student / Parent, enter 3 or more characters of their Code or their Name and you will see a picklist of matching Students / Parents.
To search for enrolled students:
the enrolled student record must be associated with a Parent Record stored in TASS.web Student Admin > Parent Records > Parent Information > Parents. For more information on transferring Enrolled Parents from the enrolment phase to a Parent Record, refer to TASS.web Student Admin > Enrolments > Enrolment Information > Transfer to Current.
the student’s enrolment status must meet or exceed the minimum enrolment status stage defined in TASS.web Student Admin > Enrolments > Setup Information > Enrolments Setup. on the ‘Enrolments’ tab. The Student Enrolment Status is set in TASS.web Student Admin > Enrolments > Enrolment information > Enrolments > Enrolled Student on the ‘Status’ tab.
If you use parent code and more than one student from the family has made purchases from this shop then:
The top section of the screen will display the students who have made purchases including the balance of their individual accounts.
The bottom section of the screen will display all transactions for this family grouped by 'Student'.
Transactions will be displayed from the first day of the current year. To display transactions from an earlier date Use the 'Start Date' field followed by clicking the 'GO' button.
Click the 'View' link in the 'Action' column to drill down on to the Invoice or Credit.
Click the 'Print Transactions' icon at the top of the screen to produce a list of transactions for this student(s).
Use the 'Parent Details' tab if you need to contact the parent in relation to a problem on a student'(s) shop account. This tab displays phone and address details. It also has an email-enabled field to allow the quick creation of an email to the parent.