Manage an Individual Pupil Account > Search for a Pupil Account

Use the tools in the Cycle View tab of the Fees Billing module to search for individual pupil accounts to work with.

1. Open the Fees Billing module and select the Cycle View tab.
2. Expand the Navigation menu on the right and select Single Pupil Views:
   
3. Click Open Settings in the bottom right and use the checkboxes and drop down lists available in Charges Display Settings:
   • In Show Applicant Pupils, 'Accepted' refers to those applicants who have been accepted into your school. The admissions status which signals a pupil being accepted into your school is set up in the Configuration tab.
   • In Show Former Pupils, 'Current' refers to former pupils who have left in the current year.
   • The number of years in both drop downs refers to the number of previous academic years that you want to include. The list is filtered as you make your selections. For example, select '2' in Show Former Pupils and all pupils who have left in the last 2 years are listed.
4. Choose to either:
   
   • Apply filters to list a selection of pupil accounts:
     
     • Filter Pupil Search. Use this to search for pupils by boarding house, form and year group.
       or
     • Custom Groups. Use this to search for pupils by any custom groups that pupils are linked to.
     or
   • Search for a specific pupil account. Enter a search term in the search box. Choose to search by:
   • • Student Forename.
     • Student Middle name.
     • Student Surname.
     • Student Preferred name.
     • Student Account Code.
     • Billing Account Code.
   Pupil status is identified by the icons in the Search Results list. A key is shown in Charges Display Settings. Hover over a pupil name to view basic details:
   
5. Click on a pupil name in the Search Results list to view account details.
6. If a number of results are listed in the Search Results list. Check the  box to jump between pupil accounts and view the same feature you are currently working in. This is a useful shortcut when, for example, you are setting up pupil account numbers.
7. Use the toggle arrows available to the left and top of the selected pupil account displayed to expand the view.