Rebalancing Attendances and Payments

Rebatching transactions refreshes the last six weeks of entries in the Family Transactions for a single family. This is used to balance the family account to a specific date (usually the end of the next billing period) to see how much they will owe as of that date.

At the bottom of the Family Transactions screen:

1. Enter the balance date (usually the end of their latest invoice/billing period)
2. Click Update Family Account Balance

➜ Balance all family accounts together

If you are trying to refresh attendances or payments a bit further back:

1. Select a date (Sunday) prior to the week you want to update
2. Click Update Family Account Balance
3. Select the last Sunday of the month
4. Click Update Family Account Balance
5. Repeat steps 3 and 4 until you get back to their original balance date (usually the end of their latest invoice/billing period)

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