Maintenance Activities

On this page:

The activities described in this section are those that you may perform on a regular basis but perhaps not every day.

Take Deposits

Take deposits of money to be credited to an account after the initial deposit has been made. For more information about how credit the initial deposit, see Setting Up Beginning Student Balances and Setting Up Beginning Staff Balances.

When a patron pays for a single meal with cash, use the non-Quicksale transaction. For more information about this type of transaction, see Perform a Non-Quicksale. 

1. On the start page, choose PowerLunch under Applications in the main menu. 
2. Click Take Deposits. 

3. Use the following table to enter information in the fields:

   Field	Description
   Lunch ID	Enter the patron's lunch ID number. This can be a student or a staff member.
   Quicksale	Deselect the checkbox.

4. Click Submit. 

5. Use the following table to enter information in the fields:

   Field	Description
   Lunch ID	The patron's lunch ID appears.
   Current Acct Balance	The patron's account balance appears.
   Amount Received	Enter the amount of the deposit.
   Tender Type	Choose whether the patron paid by cash or check.
   Status	The patron's lunch status: F=Free R=Reduced P=Full Pay E=Exempt FDC=Free Direct Certification|

6. Click Submit. 
   PowerLunch is ready for the next patron's ID number.

Issue Student Refunds

There are times when you have to issue a refund; maybe a student is leaving school with a meal account credit, or perhaps someone made an error on the student's account. Whatever the reason, record the transaction when you determine that a refund should be issued.

Note: Be sure to use the Lunch Transactions page and not the Fee Transactions page.

1. On the start page, search for and select a student. 
2. Choose Lunch Transactions under Administration in the student pages menu. 
3. Click New. 

4. Use the following table to enter information in the fields:

   Field	Description
   Transaction Date	Enter the date of the transaction.
   Description	Enter a description for the transaction, such as Refund for overcharge.
   Amount of Fee	It is not necessary to enter an amount in this field, since a refund is being made.
   Amount of Credit	Enter the amount of the refund.
   Tender Type	If appropriate, choose whether the refund was paid by cash or check.

5. Click Submit. 

Issue Staff Refunds

There are times when you have to issue a refund, such as when an error is made on the staff member's account. Whatever the reason, record the transaction when you determine that a refund should be issued.

1. On the start page, search for and select a staff member. 
2. Click Transactions under Functions in the staff pages menu. 
3. Click New. 

4. Use the following table to enter information in the fields:

   Field	Description
   Date of Transaction	Enter the date of the transaction.
   Description	Enter a description for the transaction, such as Refund for overcharge.
   Debit	It is not necessary to enter an amount in this field, since a refund is being made.
   Credit	Enter the amount of the refund.

5. Click Submit. 

Create a Deficit Account Letter

When a student's account balance is negative, you must notify the parents or guardians. This project involves several tasks. You must first create a form letter template, select the students whose accounts are deficit, and then run the report to generate the letters.

For instructions on exporting the template and importing it to your PowerSchool system, see Report Templates. In addition, the search string for selecting students with a deficit balance is balance1<0.