Buttons on Account Setup

Prohibited

• Click the button to prohibit sales of specific items to a student by checking the boxes here.

• Click Save when completed.

Notes

• Click the  button to record detailed notes about a student.

  • This information does not show on serving screens.

History

• Click the  button to view the student’s transaction history.

  • The most recent transactions are at the top.
  • Color highlighting indicates which rows belong together as a single transaction.
  • Voided transactions are shown in red font.

Documents

Document Cabinet allows the user to add documents to an account.

Upper Grid

This displays all the documents currently attached to this record.

• Select any record to display more details below. Any comments along with whom and when the document was added to this record will display.

Buttons

• Click Upload New to add a new document that has been saved on your computer.

  • File Namecan be changed and Comments added as needed.

• Click Scan New to scan and add a new document directly to this record.

  

  • Select a scanner from the list of available scanners in the top box.
  • Uncheck the Hide Scanner Window box to see more advance options for your scanner.
  • Use the options in Image Processing to adjust the quality of the scan.
  • Click Scan from Platen Glass or Scan from Automatic Document Feeder depending on the type of scanner you are using. When the scan is complete, a preview of the document will show on the right side.
  • Click Finish when you are ready to attach the scanned document. The document will be saved in the document cabinet as a PDF.

• To remove a document, highlight the document in the grid and click Remove.

• Click View to view an existing document. The document will open in Read Only status.

• Click Export to export a document out of LINQ. A browse box to select where to save the document will appear.  Select the location to export the document to and click Save.

Details Section

This section displays the File Name and type, when it was uploaded and by whom. 

• Enter any comments about the document in the Comments text box.

Delete

• The   button is to be used only for correcting errors such as duplicates. It should not be used for withdrawing students.

  • It will set the status to 0 and remove it from Account Setup and Serving screens. Any existing balance will be adjusted to zero.

Why not use the Delete button students who withdraw? 

• If a student withdraws during the school year, just change the status to 5 (withdrawn). They should not be deleted.

• • Withdrawn students’ history will still be available for reports.

  • If they had a balance, it will remain on their account. If they pay off a charge or get a refund it can be processed through the serving screen.

  • If they had an approved application and return during this school year they can keep their free/reduced status.

  • They will be deleted automatically when you run Close School Year.

• Deleted accounts are not accessible in account setup or serving screens. Any existing balances will be set to zero.

  • If they were approved for free/reduced and return during this school year, the application will need to be reprocessed.

  • Deleted students will be disassociated from any billing accounts.

• If you need to re-activate a deleted account, use Re-Enroll Students. If a deleted free/reduced student is re-enrolled, the application will need to be reprocessed.