Starting Balances

Goal: often, newly created/imported students have a balance or credit from the previous year. Here's how to set their starting balance.

Navigate to the program settings page, where you'll discover two functionalities:

  1. Add Custom Costs: For students with outstanding balances from the prior year, input a cost and label it as "rolling balance from last year."
  2. Add Bulk Payments If a student has a credit carried over from the previous year, use the 'Bulk Creation of Payments' feature to reflect this credit in the Next Gen app.

Directly importing past financial records (costs and payments) into the system isn't feasible. The term "import" implies data migration, but there's a foundational difference in data structure between our app and Charms and Cut Time Classic, which limits our ability to "import/migrate" previous records.

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