jcollings Posted January 13, 2016 Posted January 13, 2016 Does anyone know if there is a facitilty in NRS Trust-E to add an amount of money (£1) to a group of accounts and remove it again if it's not spent? NRS say only in a newer version but one of our assistant heads says "my old school did it" and the catering manager there claims they have the same version of NRS as us. I have looked at all the options I can see and can't find a way of doing it. Creating the group of students is easy enough but auto adding and removing is missing as far as I can tell.
Edu-IT Posted January 13, 2016 Posted January 13, 2016 The only way I know of is a Grant, but this doesn't get removed if unused. FSM does this, but I don't believe you can recreate that sort of group. Could you move to the newer version?
jcollings Posted January 13, 2016 Author Posted January 13, 2016 Thanks - Yep, Grant has been mentioned. We are investigating the upgrade costs. I suspect the school that is doing it is using the newer version too but thinks they aren't. I also wondered if it was via their payment system rather than NRS - we don't use FSM though.
Edu-IT Posted January 13, 2016 Posted January 13, 2016 You don't use FSM? In that case, why don't you use FSM to do what you want? If you don't need that 'group' for other things just set the FSM allowance as £1 and mark the pupils you want as FSM. By FSM I mean Free School Meals, just so we're on the same track. What version do you have?
jcollings Posted January 13, 2016 Author Posted January 13, 2016 Sorry - as soon as I posted I thought we were at cross purposes. I thought you meant the capita finance package (FMS). We do use FSM in SIMS
nadeem Posted January 13, 2016 Posted January 13, 2016 Yes you can do this in NRS, we use the free school dinner functionality to allocate money weekly to [a group of] our students, if it doesn't get used at the end of the week they lose the money Edit: we could also do a daily allowance as well
jcollings Posted January 13, 2016 Author Posted January 13, 2016 We are on the version without Grants. Apparently that came in Version 6. NRS have said they will upgrade us. - - - Updated - - - Yes you can do this in NRS, we use the free school dinner functionality to allocate money weekly to [a group of] our students, if it doesn't get used at the end of the week they lose the money Edit: we could also do a daily allowance as well Can you give me details of how you do it please? Is it using Grants?
rad Posted January 13, 2016 Posted January 13, 2016 What is the reason for £1, is it as a gift or as a Free School Meal allowance? We allocate £2 for each FSM student, there is a "product" on our till that is for this purpose, to deduct the amount from their FSM allowance. If they buy something else, then this deducts from the purse amount if they have any. We use SIMs and NRS so may be able to help also
Ruth4 Posted May 18, 2016 Posted May 18, 2016 How do you manage duty staff? Is that a daily allowance or weekly ?
Edu-IT Posted May 19, 2016 Posted May 19, 2016 How do you manage duty staff? Is that a daily allowance or weekly ? You can have it so it prompts at point of sale whether it's a duty meal, or, you can assign an amount of money to an account on a schedule. 1
Ruth4 Posted May 19, 2016 Posted May 19, 2016 On our old system we already assign the allowance (1 - 5 days) per week and at the moment they can use that on any day or use it all on one day if its 5 days worth. Do your staff have to have their duty meal on the day they do their duty. Also do you use any of the 'bolt' on applications such as Library/registration etc.?
Edu-IT Posted May 19, 2016 Posted May 19, 2016 On our old system we already assign the allowance (1 - 5 days) per week and at the moment they can use that on any day or use it all on one day if its 5 days worth. Do your staff have to have their duty meal on the day they do their duty. Also do you use any of the 'bolt' on applications such as Library/registration etc.? As it changes so frequently here we allocate the duty at point of sale. We don't bolt on to NRS directly..
BKW-SM Posted June 2, 2016 Posted June 2, 2016 Using V6 and the Grants feature. Independent of FSM and cash balance, you can allocate funds on a period and day/week/month/year/permanent basis. So a grant can be allocated onto a students or group of students accounts over a date range and the system will manage this for you. If you use none, it will deduct the granted funds and allocate it the following day. If you use some, it will deduct the rest and allocate the grant the following day, if you use it all. Happy days, it will allocate you the granted fund tomorrow. Call Support for assistance setting this up!
Edu-IT Posted June 2, 2016 Posted June 2, 2016 Using V6 and the Grants feature. Independent of FSM and cash balance, you can allocate funds on a period and day/week/month/year/permanent basis. So a grant can be allocated onto a students or group of students accounts over a date range and the system will manage this for you. If you use none, it will deduct the granted funds and allocate it the following day. If you use some, it will deduct the rest and allocate the grant the following day, if you use it all. Happy days, it will allocate you the granted fund tomorrow. Call Support for assistance setting this up! But you can't remove the grant afterwards through the front end?
BKW-SM Posted June 3, 2016 Posted June 3, 2016 One of the main benefits of partnering with NRS is that things like this can be written and added as the system is ours, with our own software developers. This being said we will be releasing an update which will include the facility to remove accounts on the front end.
Edu-IT Posted June 3, 2016 Posted June 3, 2016 One of the main benefits of partnering with NRS is that things like this can be written and added as the system is ours, with our own software developers. This being said we will be releasing an update which will include the facility to remove accounts on the front end. Any timescale for this?
BKW-SM Posted June 14, 2016 Posted June 14, 2016 It is available now! As per my comments about coming onboard with NRS. The software has now been modified to include this feature. This is how our system has evolved into what it is, through ideas and recommendations from our customers
sonofsanta Posted June 14, 2016 Posted June 14, 2016 It is available now! As per my comments about coming onboard with NRS. The software has now been modified to include this feature. This is how our system has evolved into what it is, through ideas and recommendations from our customers @BKW-SM--how do we go about getting the upgraded software for this? We've been using the grants feature for a while but have to phone up when we need a student removing, which is a bit of a pain. It also doesn't remove the unused portion automatically for us--was this added in? We're on 6.00.0052 (according to the properties of the .EXE, date modified 17/6/2013--which may be the install date, to be fair).
BKW-SM Posted June 14, 2016 Posted June 14, 2016 Call support they should be able to advise you accordingly. 1
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