Recalculate Liability

Districts can use the Data Maintenance option on the Admin menu to recalculate liability so that they can report updated changes to their financial systems. This option can only be run by an admin user when changes are made to a student’s account (for example, if a transaction is voided or modified). The system will allow the user to recalculate back 45 days for any site that does not have a lockout date set up for their site under Settings (Admin > Schools > School Details).

Use the following procedure to recalculate liability:

1.  Go to Admin > Data Maintenance. The Data Maintenance screen appears with the following statement:

This process can be used to clean up and reset data accordingly. It is recommended to run this process at the end of the day, as it will take some time to complete.

2.  Click the Recalculate button. The following prompt appears:

This will recalculate liability for the past 45 days. If lockout dates exist, recalculation will not be done prior to the lockout date for a given site. Recalculation will not occur prior to your most recent rollover date. Do you wish to continue?

3.  Click Continue. When the recalculate process is finished, the following message appears: Recalculate process has completed.

4.  Click OK.