Transfer Season Balances
Preview and move family credits and amounts owed from one season to another in bulk from System Reports.
What this report does
Transfer Season Balances moves every eligible family's season balance from a source season into a destination season in one run. Use it when you are rolling leftover credits (or carrying balances owed) forward for the whole camp, instead of transferring one family at a time from Credits.
Campium shows a live preview as you change seasons or transfer type. Families already transferred for that season pair are skipped on a re-run.
Who can open it
You need:
- An Administrator login
- Access to reports and financial tools (the finance / report permissions your roles grant)
- Financial features enabled for your organization
The report is listed under Reports → System in the Money group. It is not available on free plans.
Open and set the seasons
- Go to Reports → System.
- Under Money, open Transfer Season Balances.
- 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
- Wait for the preview to load. Transfer balances stays disabled until at least one family is ready.
Read the preview
The summary cards show:
| Card | Meaning |
|---|---|
| Ready to transfer | Families that match your transfer type, with totals for credit and owed |
| Already transferred | Families skipped because they already have a transfer for this season pair |
| Skipped | Families outside the transfer type or with a zero balance |
The Families table lists Primary Contact, Transfer Type, Source Balance, Transfer Amount, and Status for the ready rows.
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
- Click Transfer balances.
- 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.
- When it finishes, Campium reports how many families transferred and how many were skipped.
Afterward, you can review individual transfers on Credits, in Financials → Payments filtered to Balance Transfer, or with Balance Transfer Utilization.
Related pages
- Credits for one-family transfers and credit emails
- Balance Transfer Utilization for how rolled credit is used later
- Zero Out Season Credits when you want to clear credits without rolling them forward