X-KAIZENSCHOOLS

Initiative history, ledger and receipts

Initiative history, ledger and receipts

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Open Initiative history on the initiative card to read recorded events, then open the collection ledger to review each student's share, paid amount and balance. Choose Record collection, select the correct student and invoice, and enter amount, collection date and payment method. Never exceed the balance or record money you have not received. Save once, reopen the ledger and check the receipt number, paid amount and remaining balance. Cancelling a receipt requires permission and a reason and preserves the history. These actions require the council's finance capability.