QUESTION:
How do I print a report listing the students with outstanding fees?
PROCESS:
Steps to Generate Item Attachment Report:
From Main Menu > My School Store > SchoolCash Catalog
1. Click Reports
2. Select Item Attachment Report
3. Select (Name of Item)
4. Choose Filter selections
5. Click 'View', 'Export' or 'Save Report'
Option 1:
a. Use the Item Attachment Report.
'Show', select 'Not paid'
The report will provide information as of the date of the report generation.
This has the option to select inactive students as well.
This report will display the students that have not paid for the item selected.
b. Select 'Outstanding' from the 'Show' pick list
The user may select a custom date range or one of the specified timing selections
This has the option to select inactive students as well.
NOTE: The amount of any outstanding balances will be displayed in the Owing column
c. Can select 'Partially Paid' from the picklist
This report will display the students that still need to pay a balance of the item.
The user may select a custom date range or one of the specified timing selections
This has the option to select inactive students as well.
Option 2:
Use the Item Attachment Report.
"Show", select "All"
Best Practice: This report will display the payment status for everyone, but it is the best one to show the total amount still owing.
The user may select a custom date range or one of the specified timing selections
This has the option to select inactive students as well.
