Run the Registration Revenue Tie-Out 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 Revenue Tie-Out uses the same layout as Tuition & Other Revenue Tie-Out but includes registration invoices only, for the month you choose. You'll find it in the Revenue & Collections 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 → Revenue & Collections.
2. Click Registration Revenue Tie-Out.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Registration Revenue Tie-Out

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 and pick the 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 tying registration revenue to the books.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Children Detail Ledger, Staff Detail Ledger, Legacy Invoice Adjustments.