SystemTransfer Season Balances

Transfer Season Balances

Preview and move family credits and amounts owed from one season to another in bulk or one family at a time from System Reports.

What this report does

Transfer Season Balances moves eligible family season balances from a source season into a destination season. Use it when you are rolling leftover credits (or carrying balances owed) forward, instead of transferring only from Credits.

Campium shows a live preview as you change seasons or transfer type. You can transfer every ready family at once, or use Transfer on one family row. Families already transferred for that season pair are skipped on a re-run.

Who can open it

You need:

  • Access to reports and financial tools (Reports and Finance permissions your roles grant)
  • Financial features enabled for your organization

You do not need an Administrator login. Staff with report and finance access can run the transfer the same way they can open other Money reports.

The report is listed under Reports → System Reports in the Money group. It is not available on free plans.

Open and set the seasons

  1. Go to Reports → System Reports.
  2. Under Money, open Transfer Season Balances.
  3. In Seasons and transfer type, choose:
    • From season (source)
    • To season (destination) (must be a different season)
    • Transfer: Credits only, Amounts owed only, or All nonzero balances
  4. Wait for the preview to load. Transfer balances stays disabled until at least one family is ready.

Read the preview

The summary cards show:

CardMeaning
Ready to transferFamilies that match your transfer type, with totals for credit and owed
Already transferredFamilies skipped because they already have a transfer for this season pair
SkippedFamilies outside the transfer type or with a zero balance. The note under the card breaks this into counts such as outside transfer type and zero balance. Families with a $0 source balance do not appear in the transfer preview table.

The Families table lists Primary Contact, Enrollee Name (source-season enrollees, linked to profiles), Transfer Type, Source Balance, Transfer Amount, Status, and Actions for the ready rows. Eligible rows show Transfer under Actions. A footer Total (N families) row sums the source and transfer amounts for the families currently listed.

Above the table, the export toolbar offers Copy, Excel, CSV, PDF, Print, and Email. Exports omit the Actions column.

Transferring balances creates real Balance Transfer ledger rows and zeros the source season balance for each family that moves. Review the preview carefully before you confirm.

Run the transfer

All ready families

  1. Click Transfer balances.
  2. Confirm the dialog (it names the seasons, how many families will move, Credit to move, and Balance owed to carry). The confirm button is labeled Transfer balances.
  3. When it finishes, Campium reports how many families transferred and how many were skipped.

One family

  1. On that family's row, click Transfer.
  2. Confirm: Transfer [amount] credit/owed for [family] from [source] to [destination]?
  3. Campium posts the transfer for that family only.

Afterward, you can review individual transfers on Credits, in Financials → Payments filtered to Balance Transfer, or with Balance Transfer Utilization.

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