How do I print a list of who owes money and how much?
To view a video clip of this procedure, click
1. From anywhere in the system,
click on the green “Finance” puzzle piece on the right hand side; or from the
home screen, click the "Reports" icon and then click the
"Financial Reports" Icon.
2. Click on the "Aged
3. Select the date for which you
wish to view balances up to. If you have
invoiced in advance (to the end of term for example) set this date to the date
you have invoiced up to.
4. Select the
order in which you wish to view the information. The default order is "First name".
5. Select the additional
“Options” for example you may wish to include “Children who’ve left” too.
If you wish to view balances by calendar month, then select the
"Monthly" radio button.
If you wish to view balances by 30 day periods, then select the "30
day periods" radio button.
6. Click on the "Print"
A list of all children that have balances owing will be displayed.
7. If you would like a printed
copy, select the print function of your internet browser and then click on the
Each child's name is displayed in blue and underlined – you can click on
this link and a new screen will be displayed showing details of the invoices
that make up the outstanding balance for that child.
8. Click on your internet
browsers back arrow to return to “Aged Analysis Selection” screen.
Back to top