This is an optional process, as Recharges can be created either from standard tags, or from Finance Tags.  The benefit of converting them into Finance Tags is that they then cannot be altered by non-finance staff!

Select the ‘Finance Tags’ option from the main menu.  The window will open initially showing only those tags which have been designated as Finance Tags.  Once designated, the pupils in the tagged group cannot be changed by administration and teaching staff.  This is a safeguard to the bursary to ensure that all pupils are billed. 

To see all tags, click the ‘All tags’ Tag Type radio button:-

To convert a Tag to a Finance Tag, select it in the ‘All tags’ list and click the button.  Click the Finance only radio button to see the finance tags with the newly converted one displayed.
To view the pupils in a tagged group, select the tag in the list and click the Tagging form button:-

 

Using the A-Z buttons at the top of the columns enables the list to be sorted in any order:-

Using the navigation tools at the bottom of the window enables any pupil record to be located:-

Un-ticking the box next to a pupil record removes them from the tagged group, and clicking the button removes them from the list.

NB:      Once a ‘Pupil Tag’ has been converted to a ‘Finance Tag’ it cannot be reinstated as a Pupil Tag.  Also, once a pupil has been removed from a Finance Tag they cannot be added back as there is no function to add pupils to Finance Tags.  Therefore, only remove pupils from a finance tag list in circumstances where you are CERTAIN they will not need to be added back!

When a Finance Tag has served its purpose for invoicing, it can either be left in the system for future reference, or deleted.  The ‘Finance Tags’ menu only permits Finance tags to be deleted.  If you try to delete a Pupil tag you will get the message:-