Run the Registration Payments Received report
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Registration Payments Received lists every registration invoice that was paid and settled in the dates you choose, no matter when it was due. It is the cash view of registration revenue. You'll find it in the Revenue & Collections group of Revenue Reports in Report Center.
Before you start
- This report appears only for schools on cash registration accounting. Accrued schools use Registration AR and the other registration reports instead.
Steps
- On the sidebar, click Report Center and expand Revenue Reports → Revenue & Collections.
- Click Registration Payments Received.
Screenshot coming soon
The Generate report sheet for Registration Payments Received - Under Select schools, click the row, check the schools to include, and click Done. Your current school is preselected.
- 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.
- Under Format, choose PDF or Excel.
- 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 record registration fees when the money arrives.
- Format: PDF or Excel.
- The Excel file has these tabs: Summary, Detail.