Hello! I am sending some common questions that I received today that might contain helpful information for others.
I am doing Inventory - can I still mark an item Lost?
Yes, right now, you can mark items Lost off your Items Not Found list. You can mark an item lost if it’s not connected to a student record like in inventory. (Accessit doesn’t have a way to distinguish between lost and missing items so there are two scenarios to mark it Lost - mark an item lost on the student record and mark an item lost because it’s missing from the shelves. If it’s on a student record, it bills them.) Please do not add charges/bills to student records yet.
I’ve marked a book as Lost and it billed a student earlier this year - should I remove it?
Right now, we are cleaning up the Charges—Current list, so you may see items you placed a charge on a student account earlier in the year. Review items on that list—if you notice items that you plan to bill later, leave them on the Charges—Current list.
You would only remove if you already worked with your bookkeeper to charge the student - and the student has the charge on their Synergy/ParentVue account.
What do I do with the charges that I sent to Synergy through my bookkeeper?
In the Charges and Payment > Charges—Current area, check to make sure that the student billed in Synergy is not listed. This is where Accessit will draw their data to sync with Synergy. This includes students you billed in Synergy who have not paid yet. That bill is still resting in Synergy waiting for payment, and we do not want to double-bill.
I see last year’s 8th (or 5th) graders on the Charges - Current list. Do I remove those?
Yes, all 5th and 8th graders from last year were billed. Please remove.
Under Charges - History and Payments, I see odd charges. Can I remove these?
At this time, ignore the Charges—History and Payments area. This usually shows some things from migration that will not impact our sync with Synergy. We do not want those items removed at this time.