Credits¶
File: credit_data.csv · Where: Admin Tasks → End-of-Year Reports → year →
Credits
Credit added to student accounts: fundraising proceeds, scholarships, overpayment refunds and any other adjustment in the family's favour.
This file is the "money in" side of credits. What was spent is in Credits Used.
What's in it¶
One row per credit entry.
| Column | What it holds |
|---|---|
id |
The credit entry's ID |
user_id |
The student whose account it was added to — look this up in Account Data |
student_account_name |
That student's name as it stood when the file was written |
description |
What you typed when adding it — "Fall fundraiser", "Booster scholarship" |
amount |
The amount added |
date |
When it was added |
refund |
1 if the entry was recorded as a refund rather than earned credit |
archive |
1 if the entry had been archived |
Reading it¶
This is not a balance. Each row is a single addition. A student's available credit is everything here minus their non-discount rows in Credits Used. If you only want the closing balances, the fees summary spreadsheet already has them worked out, one line per student.
Credit from earlier years is included. Credit carries forward, so a balance earned two years ago still appears in this year's file with its original date.
What happens to credits at year end¶
Credit balances are not cleared when the year closes. Returning students keep their available credit into the new year. Credit belonging to graduates and non-returners goes with their account.
The final account statements record what each student held at the moment the year closed, which is the figure to quote if a family later asks.