7.2. Account Balances and Notifications

The Business Office should review negative balance accounts for active students on weekly basis. On Thursday of each week, emails must be sent to students and families advising them of this negative balance and the options available to them to fund their accounts.

Mosaic should be used to generate the balance report.

1. Sign into Mosaic
2. Select Reports
3. Select Students
4. Choose Custom Student Report
5. Choose Detailed Balance Summary By DAte
6. School Group is all by default but for the School selection, choose one school at a time.
   

Mosaic should be used to generate notification emails.

1. Sign into Mosaic
2. Select Students
3. Select Maintenance
4. Add last name and select search
5. Select the student from the list that populates
6. Choose Reports from the top bar of selections
7. In the Student Letter box, choose Negative Balance Letter.
8. Choose Email letter
9. A few pop-up boxes will appear to confirm that you want to send the letter and to mark the letter as being sent.