Financials Documentation

Rental / Maintenance Fee Reports

Add/Modify a Fundraiser

View Fundraising Accounts and Add Deposits

Withdraw money from the Ensemble General Fund

View or Download Complete Fundraising Ledger

Trip Setup

Manage Trips

Select Students on the trip

After clicking ‘Select Students’, you can use the search bar or click one of the groups that you selected students into (ie. Concert Band) on your Manage Enrollment page. Check off each student who will be attending the trip and click the purple ‘Close’ button near the bottom right of the window.

Record Payments

You will notice a column for each due date, a column for transfers from fundraising, and a few extra columns on this screen for totals and Actions.

  1. To record payments, click a blue clipboard beside an amount due for a given student.
  2. Amount of Payment: 400 Notes/Payment Method: Check 1234
  3. Click ‘Record Payment’

Email Students who are late on a payment

  1. Sort the first column so the ‘red’ students are on top
  2. Click the top ‘red’ student (so the row turns grey)
  3. Scroll down to the last ‘red’ student, Hold SHIFT, Click the last red student. Now, all red students should be highlighted in grey.
  4. Click the blue email button beside the search bar and type an email that will be delivered to the families of these highlighted students

Print student statements

  1. To print all (or some) student statements, follow the exact instructions above, but click the Green Statement button instead of the blue email button. To print all statements, don’t select any students.
  2. To print a statement for one student, click the green statement button in the actions column

Record a refunded payment

  1. Refunds will be recorded as Negative Values in the trip payment
  2. Click the blue clipboard icon beside an amount due or amount paid
  3. Enter a negative value (ie -400), with appropriate notes.