Adding funds to a student or family lunch account in jmc Office is a simple way to keep balances accurate and make money available for use at the Point of Sale. When someone drops off lunch money at the office, just find the correct student or family, enter the cash or check along with a few basic details, and the funds will be added to the account in a snap!
To make a deposit for an individual student head to Lunch > Data > Edit Student Lunch Data or to deposit funds available for an entire family head to Lunch > Data > Edit Family Lunch Data.
Step One: Select the student or family lunch contact to deposit funds by entering their name in the "Find" field.
Step Two: Click the "Deposit" button to begin making a deposit into the student or family lunch account.
Fun Fact: The "Deposit" button is located on the "Transactions" tab on the Edit Student Lunch Data page or below the contact name on the Edit Family Lunch Data page.
Step Three: Select the "Cash" or "Check" radio button to specify the type of payment.
Step Four (optional): Enter the check number in the "Check Number" field if the student or family is paying by check to keep accurate records.
Helpful Tip: Select the "Family Account" radio button to make a deposit into a family lunch account directly from the Edit Student Lunch Data page.
Step Five: Enter the date in the "Deposit Date" field, or click the calendar icon to associate a date with the deposit for accurate record keeping.
Step Six: Enter a number (without the "$" sign) in the "Deposit Amount" field to add money to the student or family account.
Step Seven (optional): Enter notes in the "Comment" field to record any additional information about the transaction for future reference.
Step Eight: Click the "OK" button to submit the deposit or click the "Close" button to cancel your deposit.