Run the Tuition & Other 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.

Tuition & Other AR lists every tuition or fee invoice that was still owed on the cutoff date. It is your open balance list. Registration invoices are not included. You'll find it in the Accounts Receivable group of Revenue Reports in Report Center.

Steps

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

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Tuition & Other 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 and directors following up on unpaid balances or closing a month.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Detail.
• Registration balances are in Registration AR.