Run the Registration AR 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.

Registration AR uses the same layout as Tuition & Other AR but includes registration invoices only: every registration invoice still owed on the cutoff date. You'll find it in the Accounts Receivable group of Revenue Reports in Report Center.

Before you start

• Your school must use accrued registration accounting. Schools on cash registration accounting see Registration Payments Received instead.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Accounts Receivable.
2. Click Registration AR.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Registration AR

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 month. The cutoff is the last day of that month, or today for the current month.
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 at schools that book registration fees as receivables.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Detail.