Read the Accounting tab
- Finance
- Admin
- Desktop
- Draft
The Accounting tab needs the Accounting permission and a computer or tablet.
Steps
- On the sidebar, open Dashboards → Legacy Billing.
- Click the Accounting chip.
- Set the date range with the picker at the top.
- Read the "[Month] [Year] Billed" chart. Each colored button is a category with its total.
Screenshot coming soon
The Accounting tab on Legacy Billing - Click a category to open the list of invoices behind it.
- Scroll for the other breakdown tiles.
Tips
- Which month tuition and registration land in follows your accounting methods. See Choose your accounting methods.
- For year-end and tie-out numbers, use Report Center's revenue reports.
Troubleshooting
- No Accounting chip. You need the Accounting permission, which is under Billing in staff permissions.