Account Balances

The Account Balance screen is used to initially set participant balances or to modify the existing balance. The screen displays the last account balance and date of modification, as well as participant name, room, grade, and meal status.

The blank field at the top of this screen allows the user to enter the first letter(s) of the participant’s last name to quickly locate that individual. The user may also search by using the Right-click menu provided with this screen. For information on using the Right-click Filter and Sort functions, click here.

The History button allows the user to view the account history of a selected participant. After clicking the button, the user will be prompted to enter a beginning date and an ending date. The software creates a report with all participant deposits, account debits, and account adjustments.

The Update button can be used to update information displayed on the screen.