Send Accompanist fees to Accounts file

Found at Common Tasks > Billing > Send accompanist fees to Accounts file.

Also found at Common Tasks > Exams > Send accompanist fees to Accounts file.

Selecting this button will collect all the accompanist fees that have not yet been charged and send them to the Student Accounts file. In that file, you can print a list of all amounts owing (including instrument hire, tuition, camp fees, etc.) and send to your school Accounts Department.

The computer will automatically work through a number of steps:

First, it will enter FIND mode where you can specify your search criteria. If you simply want to find all the accompanist fees that have not yet been charged, you will notice that the criteria has already been entered for you. i.e. Accomp Reqd = 'yes', Accomp Fee > 0 and Date Sent to Accounts = (blank). However, if you want to modify your search criteria, you can do so at this point. (For example, you could enter an exam session, or a year, or a particular accompanist's name, etc.)

Select Continue (in the status bar at the top right of the screen). It will FIND all the records defined by your criteria and take you to a screen where you can preview the records as a table. On this screen you can check the records (before sending them) and make any corrections, if necessary. NOTE: The records will be automatically sorted by teacher last name and then student last name - however, you can re-sort by simply clicking the column headings. 

Selecting Continue at this point will prompt the Student Accounts file to import the data from this file (the found set) and create new billing records (these new records are no longer attached to this file.) Today's date will also be entered in the Accomp Fee - Date Sent field for all these records in the Exams file.

You will then be taken to the Student Accounts file and asked to select an Account/Billing Category. (You are unable to edit these categories at this point. If you wish to enter another category, leave it blank and manually enter it on the next screen.)

Finally, you will be taken to the Student Accounts screen where you can check the records just imported.