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Step 18 of 24HTT Schools

Confirming transfers (bursar)

Checking a transfer receipt and confirming or correcting the amount.

For
For School administrators
Video
4 min video
Article
2 min read
Updated
Updated

Checked against the statement, then counted. You will set up the account parents pay school fees into, and check the transfer receipts they send.

After this you will be able to

  • Checking a transfer receipt
  • Confirming or correcting the amount

Step by step

1Bank transfers

Open Finance, then Bank transfers. A receipt a parent sends never counts as paid by itself — only when you confirm it against your bank statement.

HTT Schools: bank transfers — the screen at this step
Step 1: Bank transfers

2Your accounts

Your accounts are what parents see on their fees page. Add account takes the bank, the account number, and the name exactly as the bank shows it — parents check that before they pay.

HTT Schools: your accounts — the screen at this step
Step 2: Your accounts

3To check

Under To check is every receipt a parent has sent: the pupil, the invoice, the amount, and who paid. Press Check to open one.

HTT Schools: to check — the screen at this step
Step 3: To check

4The receipt

The receipt is beside the details: when it was paid, the reference, and the account it went into. Find the same transfer on your statement.

HTT Schools: the receipt — the screen at this step
Step 4: The receipt

5Confirm or not

If it is there, put in the amount that actually arrived and press Confirm payment: the invoice is paid, and the parent gets a receipt. If it is not, say why, and press Can’t confirm. The parent sees your reason.

HTT Schools: confirm or not — the screen at this step
Step 5: Confirm or not

6Kept on record

Confirmed and Not confirmed keep every decision, with its note, so you can always answer a parent who asks.

HTT Schools: kept on record — the screen at this step
Step 6: Kept on record

Questions people ask

Who is the “Confirming transfers (bursar)” training for?

School administrators. It is one step of the HTT Schools course, which is laid out in the order we recommend learning it.

Do I need to sign in to HTT Schools for this?

Sign in to HTT Schools as an administrator of your school to follow these steps.

Can I do this on a phone?

Yes. The steps are the same on a phone, and the video shows every step on a computer and then again on a phone.

How long does this training take?

The video is about 4 minutes long. Reading the article takes less.

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