SchoolMoney
  • Product Support
    • BehaviourWatch
    • SchoolMoney
    • Teachers2Parents
  • Eduspot Products
    • BehaviourWatch
    • SchoolMoney
    • Teachers2Parents
  • Contact Us
    • Remote Support
Home > SchoolMoney > Support Articles > SchoolMoney: Backdate FSM/UIFSM

SchoolMoney: Backdate FSM/UIFSM

Account & Admin Settings
Cashless Catering
School Dinners
Written by: Giulia Tramontana
Updated

Click HERE to view our video tutorial!!!

—

It may be necessary to ‘Backdate’ some meals if you/the parent has booked dinners before you had chance to update the pupil’s Free School Meal (FSM) status, or their year group had not updated for them to be counted as Universal Infant Free (UIFSM) at time of booking. 

The process below can also be used if you had the price set incorrectly at the point the meal was booked in.  

Before backdating the meals, you will need to check the student’s FSM and UIFSM setting are now correct. 

—- 

 

To check FSM 

  • Click on Admin 
  • Click on Students 
  • Double click on the Student’s name to open their profile  
  • Check the Free School Meal tick-box is set appropriately 

Depending on your MIS system and import method, this may update automatically.  

If you are putting a child on to FSM, please tick the box and adjust the start / end date appropriately. You may not have been provided a fixed End date for the entitlement – if that is the case, we suggest adding 10 years from the start date.  

To check UIFSM

  • Click on the Admin Tab  
  • Click Universal Infant Free School Meals  
  • Check the year groups that qualify for UIFM have been ticked correctly and Save 
  • Also check the student’s record (Under Admin and Students) that they are now showing in their correct year group.  

 
Backdating the Meals If you use our Standard Dinner Register for your meals:   

  • Go to the Dinner Register  
  • Remove the relevant meals for the dates affected so the boxes are empty  
  • Save the Register at the bottom right  
  • Go back in to the Register and re-add the meals (they should now be correct)  
  • Press Save again   
  • Repeat the process as necessary for each week affected. 

If the parent has already paid for meals, and you have backdated them to convert them to free meals, the money will be returned to the child’s account as credits. You will need to refund those by following these instructions.

————————– 


If you use our Cashless Catering Module for your school meals:  

  • Go to the Cashless catering Tab 
  • Select the week and day in the top left corner  
  • Select the correct Form group and click on the child’s name  
  • Press the Checkout button (this will update the meal)  
  • Repeat the process as necessary for each day/week affected. 

If the parent has already paid for meals, and you have backdated them to convert them to free meals, the money will be returned to the child’s account as credits. You will need to refund those by following these instructions.

Related content

Video
Video Thumbnail
SchoolMoney: Dinners and Cashless Catering

Take a look at our cashless catering section in SchoolMoney. You can see how easy it is to manage d...

Cashless Catering
Going Cashless
School Dinners
Hosted by: Giulia Tramontana
Updated
Video
Video Thumbnail
SchoolMoney: Dinner Register & Cashless Catering

Join Jemma for her first SchoolMoney lesson, looking at dinner registers and cashless catering. ...

Cashless Catering
School Dinners
SchoolMoney lessons
Hosted by: Giulia Tramontana
Updated
Video
Video Thumbnail
SchoolMoney: Types of School Dinners

Jemma shows you around how you can manage your school dinner times in SchoolMoney. There are so man...

Cashless Catering
School Dinners
Hosted by: Giulia Tramontana
Updated
Video
Video Thumbnail
SchoolMoney: Register Manager

How to add and remove pupils from registers in bulk via Register Manager. ...

Account & Admin Settings
SchoolMoney lessons
Hosted by: Giulia Tramontana
Updated
Video
Video Thumbnail
SchoolMoney: Multiple Dinner Weeks

Join Veena as we explore how to set up multiple dinner weeks in SchoolMoney. ...

School Dinners
SchoolMoney lessons
Hosted by: Giulia Tramontana
Updated
Video
Video Thumbnail
SchoolMoney: Cashless Catering Till Tab

Join Veena as we explore how to manage dinners and catering reports. ...

Cashless Catering
School Dinners
SchoolMoney lessons
Hosted by: Giulia Tramontana
Updated
Community Brands UK