Run the Registration Write-offs / Credit Memos 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 Write-offs / Credit Memos uses the same layout as Tuition & Other Write-offs / Credit Memos but includes registration invoices only. You'll find it in the Adjustments & Discounts 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 → Adjustments & Discounts.
2. Click Registration Write-offs / Credit Memos.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Registration Write-offs / Credit Memos

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 reviewing registration write-offs.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Detail.