Balance Adjustments (FIIT) - Bulk Adjustments for Meal Plans
In order to make bulk balance adjustments to students on meal plans, please follow the steps below. This would be useful if you want to add a balance or reduce the balance from a large quantity of students on a meal plan, conversely, you can also use this to remove or add a large number of students to or from meal plans.
- Go to the Patrons tile on the home page of FIIT
- Click on one of tabs on the left hand side to view all patrons in a particular meal plan or click on All Patrons to view everyone
- Select the patrons you want to change the balance for or click on the box beside Full Name to select everyone. Click Yes when it asks if you want to select all.
- A new section will pop up on the right of the page. Click on Meal Plan Change, then select which meal plans you want to change the balance for from the list displayed.
- At the bottom of the page you can choose if you want to deduct or deposit funds from all accounts or if you want to add or remove the meal plan from all accounts.
- To add funds click on Deposit and follow the on screen instructions to complete the change. Don't forget to press Save once you are done.
