The Trip fund allows for the school to configure trips that the parent can make payments towards. It also allows for the recording of parental authorisation slips.
The table below details the information that is required for a new trip fund to be created.
| Field | Description/Notes | Editable later |
|---|---|---|
* Fund Name |
The name of the fund. | Yes |
* Fund Type |
The type of fund. (Trip) | No |
* Membership |
‘Open To All’ allows anyone to sign up to the trip whereas ‘Selected Accounts’ will only be available to invited students. | No |
| Fund is Active | Is the fund active or not? | Yes |
* Send Fund Notifications |
Selecting this tick-box will send invited/accepted emails to parents. | Yes |
* Start Date |
When is the fund available to parents from? | Yes |
| End Date | When is the fund available to parents until? | Yes |
* Cost / Head (£) |
What is the total cost of the trip? | Yes |
* VAT Code |
How much VAT is to be calculated on the reports? | Yes |
* Suggested Payment (£) |
This amount will be the default for a parent making a payment. This can be adjusted by the parent before the payment is made. | Yes |
| Private Notes / Description | Enter any notes regarding the trip. These are not visible to parents. | Yes |
| Ledger Code (Fund) | Setting a ledger code allows a specific Ledger Code to be set for this trip and will override any Ledger Code set for the client as a whole. | Yes |
| Payment Gateway Fund Code | Used by some payment gateways to help direct monies. | Yes |
* Bank Details |
Select the bank account that the monies will be paid in to. | Yes |
| Paper Permission Required | Does the parent/guardian need to sign and return a permission slip. | Yes |
| Paper Permission Delivery Method | If a permission slip is required, how will this slip be delivered to the parent? | Yes |
| Associated Teacher | Selecting an associated teacher allows that teacher to manage the fund. | Yes |
| Administrator Notifications | Which school admin accounts will receive a notification email when they are sent? This setting is only available when the Membership setting is set to ‘Selected Accounts’. | Yes |
| Allow Card Refund | Allows the function for admin accounts to request and administer refund requests. | Yes |
Last modified:
15 September 2021
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