Qmlativ Spotlight: Audit and Delete Food Service Payments
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Kaylie Wiedmeyer Edtech Thought Leader |
School lunch periods can be one of the busiest times during the school day. Food service staff are met with hungry students, fast-moving lines, and busy transactions. Sometimes, mistakes happen — even in well-staffed cafeterias. When payments are entered incorrectly, it can cause reporting errors and conflicts for food service teams.
That’s why we’re excited to announce Qmlativ’s Food Service payment delete feature. With it, mistakes can be corrected quickly and confidently so your resource planning remains accurate.
How does it work?
The “Delete” option for Food Service payments is available in several areas: Customer Details, Payment Details, Payment List, Payor Details, and Student Profile > Payments. Quickly navigate to any of these tabs to fix incorrect transactions.Payments can only be deleted if they are in “Batch” status — a group of transactions processed together — and do not have any adjustment records connected to them. If there is an adjustment already made, Qmlativ will automatically flag it and guide you to resolve it first.
To delete a payment, click the blue drop down arrow, select “Delete Payment” and follow the prompts on the screen. Once the payment is deleted, all related records are automatically removed, and the customer’s balance is restored. There’s no need for manual entries or recalculations — just a streamlined process that keeps lunch lines moving and food service staff at ease.
Food service staff will notice not every payment has an option to delete it. Certain payments, like those sent to Accounting with “Online” tender type or “Transfer” payment type cannot be deleted. When viewing these payments, the Delete button simply won’t appear.
Security first
To ensure Food Service records are kept safe and accurate, only users with the Delete permission can delete Food Service payments. This role-based security assures staff, parents, and students that only qualified individuals are adjusting transactions and customer balances are being maintained properly. Districts can also access Delete history to see what was deleted, when, and by whom. By giving schools clear visibility into payment delete history, they can confidently respond to parent questions and internal audits with transparency and accountability.How to delete a payment step-by-step
Learn how to use this feature in just a few quick steps.
Check your security: Make sure you have Delete permissions in the Food Service menus. If Delete doesn’t appear, make sure to contact your system administrator. Once you have approved access, you can move on to the next steps!
Find the payment: Go to Customer Details, Payment Details, Payment List, Payor Details, or Student Profile > Payments to find the payment.
Delete with confidence: Select the payment, click Delete, and follow the prompts. If there’s an adjustment, resolve it before deleting.
Review: Review the changes that were made. Stay assured that the incorrect payment has been deleted and the customer’s balance was recalculated.
With this new Qmlativ feature, your food service staff can tackle payment mistakes with confidence and a quick-fix solution.
Thinking about edtech for your district? We'd love to help. Visit skyward.com/get-started to learn more.
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Kaylie Wiedmeyer Edtech Thought Leader |