Bank Accounts Self Service

Self Service – New functionality added February 2018 - Adding or editing Bank Account Information

Please note, new permissions may be required to access these new functions (to create and edit bank accounts, and to view bank account details including payments and collections made for each account). To learn how to edit permissions for users of ParentMail, click here.

 

Creating a new bank account

To add a new bank account, go to your ParentMail dashboard and choose Payments within the left hand menu, followed by Create New Bank Account. Fill in the fields with the new bank account details and click Save in the bottom right hand corner of the Create Bank Account window.

Your bank account has now been added.

Editing an existing bank account

To edit existing bank account details, go to your ParentMail dashboard and choose Payments within the left hand menu, followed by Manage Bank Accounts. Choose the bank account you wish to edit from the list and click Edit in the top right hand corner. Here you can edit the account details within the fields. Click Save in the bottom right hand corner of the Update Bank Account window.

Your bank account details have now been edited.

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Self Service – New functionality added February 2018 - Viewing your invoices

Net Settled schools can download charge invoices for each payment made into your nominated bank account, backdating to September 2017.

To download charge invoices, go to Payments within the left hand menu, followed by Manage Bank Accounts. Choose the appropriate bank account for the invoices you wish to view, and use the filter options to find the correct submission. Click Filter; your invoices will now be listed.

Gross Settled Schools will be issued a monthly invoice for all charges and will be unable to download their own copies. For information about moving to a Net Settled payment plan, please contact us on Live Chat.

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Self Service – New functionality added February 2018 - Viewing your Payment/Collection breakdown

As a result of the GDPR, taking effect in May 2018, we are no longer able to send payment breakdowns which include the personal information of students and parents via email. You will still receive emails for each payment made, however the breakdown itself can be accessed within your ParentMail account.

To find your reconciliation report, go to Reports in the left hand menu, followed by Payment Reports. Choose Reconciliation Report from the list of available Reports and select the start and end dates for the period you wish to view in the report – please note, the report will show details of payments from 12:00am on both the start and end dates selected. Then click Generate Report.

Alternatively, you can download your reconciliation report by choosing Payments in the left hand menu, followed by Manage Bank Accounts. Select the appropriate bank account for the report you wish to download and then select the start and end dates for the period you wish to view – please note, the report will show details of payments from 12:00am on both the start and end dates selected. Click Filter and the payment details will be listed.

Please note, new permissions may be required to access these new functions (to create and edit bank accounts, and to view bank account details including payments and collections made for each account).  To learn how to edit permissions for users of ParentMail, click here.

Note – Only the main school user can create new permissions.

 

For further guidance on using the new functionality, use the new Guided Tours within ParentMail. Click Guided Tours at the top of your ParentMail dashboard and select Payments; the Walk Thrus are available here.

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