Run the Adjustments / Write-offs report

• Director
• Finance
• Admin
• Needs: Report Center
• Needs: Revenue Reports
• Desktop
• Draft

If you don't see this

• It needs the Report Center permission. A director grants it under Manage School → Staff → Permissions.
• It needs the Revenue Reports permission. A director grants it under Manage School → Staff → Permissions.

Adjustments / Write-offs lists scholarship or voucher amounts that were reduced, deleted, or rebilled to the parent in the dates you choose. You'll find it in the Scholarships & Vouchers group of Revenue Reports in Report Center.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Scholarships & Vouchers.
2. Click Adjustments / Write-offs.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Adjustments / Write-offs

3. Under Select schools, click the row, check the schools to include, and click Done. Your current school is preselected.
4. Under Period, click Select a date range and choose This Month, Last Month, This School Year, Last School Year or Custom dates. The end date can't be after today.
5. Under Format, choose PDF or Excel.
6. Click Generate. The file downloads when it's ready. You can also get it later from the Report queue.

Tips

• Who it's for: Finance staff explaining why awarded funding changed.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Detail.