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Read the Accounting tab

  • Finance
  • Admin
  • Needs: Accounting
  • Desktop
  • Draft

The Accounting tab needs the Accounting permission and a computer or tablet.

Steps​

  1. On the sidebar, open Dashboards → Legacy Billing.
  2. Click the Accounting chip.
  3. Set the date range with the picker at the top.
  4. Read the "[Month] [Year] Billed" chart. Each colored button is a category with its total.
    The Accounting tab on Legacy Billing
  5. Click a category to open the list of invoices behind it.
  6. 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.