Gradelink can tally and total lunch orders and fees. There are two ways you can tally lunch without utilizing Financial. The first option is a more simple way of doing things. The second option half-way utilizes the financial tab. Each option has their advantages and disadvantages. 


Option 1:

1. Configure the lunch options on the Daily Attendance Settings page:

  1. Enter a title, abbreviated title, and report legend.
  2. Check the Multi-select and Excluded Attendance options.
  3. Make sure Billing Value is un-selected.

Here is an example:


2. Run the report to get a count. 

Go to Admin Reports -> Attendance Lists. You can sort by Lunch Option and Grade Level. The total amount will show up at the bottom. 





Option 2: 

1. Configure the lunch options on the Daily Attendance Settings page:

  1. Enter a title, abbreviated title, and report legend.
  2. Check the Multi-select and Excluded Attendance options.

Here is an example:




2. Configure the Transaction Types 

  1. Click on the Admin tab of the Students (SIS) area.
  2. Click on the Fees/Types button.
  3. Add a Fee/Transaction Type for each lunch option that corresponds to the options on the attendance sheet.
  4. Make sure to place $0 for the amount. 

The Lunch Billing report will only reflect orders for lunch tally codes that are also associated with Fee/Transaction Types.

 




3. Teacher Entry

Each day, have your staff record the student lunch orders within the daily attendance “classes”. If attendance is only tracked class-by-class for some of your grade levels, then you can create a daily attendance class specifically for lunch orders, ignoring the present/absent columns.

 




4. How to run the Lunch Billing Report

To run the Lunch Billing Report, go to the Reports tab within the Students (SIS) area and select the “Receivables” button. Next, select “Lunch Billing” in the “report to run” selection list, and specify a period or custom date range. Now press the Run/Refresh Report button to render the report for on-screen viewing. Use the disk icon on the report viewer control bar to export the report to Word, PDF or Excel. Because this is typically a wide report, Excel often works best for formatting this report. For printing from Excel, we recommend trying landscape paper orientation and using the Excel printing option to scale the report to “fit all columns on one page.”