Staffroom Account (Debtor) List

Accounts that have been automatically created on Staffroom can be viewed in the Finance module Account List page.

NB: In Staffroom we use the term “account” to describe someone who may need to pay funds to the school, however, accounting systems may use other terms such as “debtors” or “contacts”.

The Account List page displays all accounts that have been automatically created in Staffroom. Accounts displayed on this page have been created based on the configuration on the account settings page.

Search and Filter Account Records

You can filter the accounts displayed on this page using the following options:

• Alphabetical Surname Filter – select a letter from this block to see account holders whose surnames start with the selected letter.

• Surname Search – enter text into the surname search field to filter the displayed accounts on the page.

• Account Type and Status Filters – use the Account List page controls at the top right of the page to filter on account type and account status

Account List Export

The Account List page controls (shown above) also allow export of the accounts list from Staffroom to Excel, CSV or PDF format.

Xero Integration Actions

The Account List page controls (shown above) also allow Sync actions for Xero integration (if Xero integration is enabled). The sync actions include creation, update, archive or linking of Xero contact records. The sync actions will be performed for any records that are selected using the checkboxes in the account list.