Debtor Balance Reporting
In order to assist with the collecting of student debt you need to be able to produce comprehensive debtor reports.
1.Click on the Administration Tools icon.
2.Click Menu and select Fees and Activities from the list that appears.
3.Click on Debtors report.
4.This report will display all students with a non-zero balance.
5.You are able to sort this report by clicking on the blue column headings. You are also able to Filter this report by entering the Filter Value in the white box below the column heading e.g. you may wish to filter by class or year level.
6.If you wish to print the report with totals, use the Download as Word doc button or Download as a CSV and total the columns in Excel.
7.Clicking on the box in the first name or debit column will take you to the individual student's finance page. The back arrow will return you to the Debtors list.
Debtor Transaction Reporting
To generate a complete list of debtors transactions refer to the Reporting by Invoice section under the Helpdesk article Debit Transaction Processing. The invoice transaction print includes credits applied against that invoice so can provide a full debtor picture. Using the Filters you can report this information by Ledger Code, Activity, Room, Year Level or individual student.