| 1. Enter student information as detailed in the red box in the Master List tab. This information will automatically appear in the worksheets for all months. |
| 2. Balances from the previous month will carryover and automatically appear at the start of the next month. |
| 3. Enter the number of LUNCH meals that each student takes for the week. |
| 4. As meal count is entered in each box, the total meal fees owed will calculate and appear in the "Owed to Date" column.
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| 5. When meal fees are received for a student, the actual dollar and cents amount is to be entered in the "PAID" column and the deductions will calculate and display.
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| 6. Pre-payments can be recorded in any PAID column. The dollar amount in the "Balance" columns will decrease as meal counts is entered for meals served.
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| 7. At the end of each month, enter the date the negative balance letter is sent home in the column "Date Household is Billed" .
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| 8. If a student's status changes (reduced → paid or paid → reduced) the student should be entered into another line in the Master List with the date the eligibility status was changed. Any monies paid should be applied to the original balance. Discontinue entry into the original status row. |
| 9. If the student status changes (paid or reduced → Free) the student is responsible to pay the debt from her prior status. |
| 10. Use the colored tabs on the bottom of the excel workbook to move to the next month. |
11. Use Excel “Find and Replace” function to quickly find students on any month.
a. Press “Ctrl” “F” on the key board
b. Select “Look in”, choose “Values”
c. Type “Student Name” and press enter
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