Staff and Student Management Transactions

Staff > Staff Management > Transactions

Students > Student Management > Transactions

This page shows a record of all past transactions on the person's account in reverse chronological order.

A screenshot of student or staff management transactions as described on this page.

  1. Select date range - select a date range to filter transactions

  2. Blank Dropdown - select the Serving Session to filter transactions

  3. Reset - click to reset filters

  4. Date - click to sort by Transaction Date

  5. Student - click to sort by name

  6. Item - notice the item(s) included in the transaction

  7. Price - notice the total transaction amount

  8. Balance - notice the person's balance after the transaction

  9. Paid By - notice the name of the person that made the meal payment
    Note: 'System Account' is displayed for recurring payments.

  10. Voided - click to sort by voided status

  11. Pencil - click to view further transaction details and void the transaction if needed
    A screenshot of the Point of Service Transaction modal as described on this page.

    1. Document Number - notice the document number

    2. Serving Session - notice the Serving Session

    3. Person - notice the person's first and last name

    4. Created Date - notice the created date and time

    5. Building - notice the transaction Building

    6. Total - notice the transaction total

    7. Date - notice the transaction date

    8. Device - notice the device name

    9. Eligibility - notice the eligibility status of the person

    10. Account Owner(s) - notice the account owner's name

    11. Item - notice the item(s) purchased and the payment item(s)

    12. Quantity - notice the item quantity

    13. Price - notice the item price and the payment amount

    14. Total = Quantity x Price

    15. Reimbursement - notice the reimbursement level of the item (Free, Reduced, Paid, or Blank)

    16. Cashier - notice the user's name

    17. Void Reason - (optional) select a void reason

    18. Note - notice any transaction notes

    19. Void Transaction - click to void the transaction
      Note: A Void Reason must be selected if required by district settings.

    20. Cancel - click to return to the previous screen.

    Note: With the transition to LINQ Pay, we have improved the Refund Process in TITAN. As such, this menu option will soon be disabled.

  12. Printer - click to generate a Transaction Receipt report for this transaction
    Note: this icon is only available on non-voided transactions

  13. Refresh - click to recalculate the balance
    Note: this option is only available to TITAN employees

  14. < > - click to scroll through pages