Zero Out Season Credits
Preview and clear leftover season credits for eligible families by posting a matching adjustment from System Reports.
What this report does
Zero Out Season Credits clears leftover credits for a season by posting an adjustment for the same amount on each eligible family. Use it when you do not want to roll those credits into another season with Transfer Season Balances.
Families with a balance owed or a zero balance are skipped. The page previews eligible families as soon as you pick a season.
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 this report 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 choose a season
- Go to Reports → System Reports.
- Under Money, open Zero Out Season Credits.
- Under Season, choose the season to clear.
- Wait for the preview. Zero out credits stays disabled until at least one family has a credit ready to clear.
Read the preview
The summary cards show:
| Card | Meaning |
|---|---|
| Ready to zero out | Families with a credit, plus the credit total. Click the card to sort the table by season balance (largest credit first, then flip to smallest). Helper: Sorted by season balance, largest credit first. Click Ready to zero out to flip. |
| Zero balance | Families already at $0.00 (Already at $0.00) |
The Credits to zero out table lists Primary Contact, Season Balance, and Adjustment, with a Total row for the balances. Money columns sort as numbers. The table shows up to 300 rows by default (you can choose 25, 50, 100, 300, or All). Seasons in the dropdown are ordered by season end date, newest first.
Above the table, the export toolbar offers Copy, Excel, CSV, PDF, Print, and Email.
Zeroing out credits posts real adjustments and sets each family's season balance to $0.00. Review the preview before you confirm.
Run the zero-out
- Click Zero out credits.
- Confirm the dialog (it names the season, how many families will be adjusted, and the total credit to clear). The confirm button is labeled Zero out credits.
- When it finishes, Campium reports how many families were adjusted and how many were skipped.
Related pages
- Credits for reviewing credits one family at a time
- Transfer Season Balances to move balances into another season instead of clearing them