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Carry forward balances

What it is

Moves each student's balance from last year into the new year.

Why it matters

Keeps every family's outstanding amount correct across the year change.

When to use it

Finance staff run it once at year end; totals stay the same afterwards.

Who uses it

Administrator

  1. Sign in as Administrator (see Signing in).
  2. In the left menu, click Fees to open it.
  3. Click Carry forward balances.
Carry forward balances
Carry forward balances · click the picture to enlarge
  • Sections on the page: Choose the years, What will be carried.

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