Statements: Balance due reports

The balance due reports show you balances and net balances for each of your student's ledgers: trip, fixed payments, fundraising, miscellaneous, and store. These reports give you insight into any negative or positive balances in each of the student ledgers, and are helpful when preparing for end of year processing.

There are three balance due reports:

• Balances Due: Shows the balance summary for each of the students' ledgers.
• Balances Due - Expanded: Breaks out the costs, amounts paid, and the balance for each of the students' ledgers.
• Balances Due - Totals Only: Shows the students' total balance for all of their ledgers.

Run a balance due report

1. On the Main Sections menu, click Finances, click Reports, and then click Balance Due Reports.
2. Select the applicable report.

NOTE: There are basic filter options a the top of the screen or for more advanced filter options select the drop-down  

in the upper right corner of the screen and select "Set Filters".  Make your selections and press "Apply".

3. Click 

   

   .

Print or download a balance due report

You can print a report, as well as download it into a Microsoft Excel csv file.

1. On the Main Sections menu, click Finances, click Reports, and then click Balance Due Reports.
2. Select the applicable report.

3. Click 

   

   .

4. To print the report, click 

   

   , or to download the report, click 

   

   .