To access a comprehensive report of all ACH and credit card transactions made through the jmc Family portal or mobile app for lunch and/or tuition/fees, administrators can run the online payment transactions report in jmc Office. This report allows you to view detailed information such as payment status, charged amount, deposited amount, account used, and payment method for all online payments made within a specified date range. It serves as a convenient resource for addressing inquiries from families regarding the status of their online lunch or tuition payments.
To run an online payments transactions report, log in to jmc Office and go to Online Payments > Online Payments.
Step One: Select "Lunch" or "Tuition/Fees" from the "Payment Type" drop-down list to view transactions associated with a specific account.
Step Two: Select the desired option from the "Payment Method" drop-down list to view transactions by payment method.
All: includes both credit card and bank account payment methods.
Credit Card: displays transactions made using credit cards.
Bank Account: shows payments made by families using their banking account and routing numbers for direct fund transfers.
Step Three: Select the appropriate option from the "Status" drop-down list to narrow deposits or refunds by status and transaction type.
All: view all transactions regardless of status.
Pending: the transaction was accepted, but the customer's bank card has not yet released the funds. These funds are available in the customer's jmc account.
Settled: the transaction is complete and the customer's funds have been released. These funds are available in the customer's jmc account.
Failed: the customer attempted to charge their account, but their bank denied the transaction. These funds are not available in the customer's jmc account.
Step Four: Enter the "From Date" and "To Date" in the appropriate fields to narrow the online payment transaction list to a specified date range.
Step Five: Click the "Preview" button to view the online payments report.
Step Six: Click the "Print" button to easily print the report for future reference. If you prefer to export the report to an Excel spreadsheet, simply click the Excel icon located at the top right of the report. This will allow you to download the report as an .xls file to your computer.