Run the Tuition & Other 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.

Tuition & Other Revenue Tie-Out lists every tuition and fee invoice due in the dates you choose, whether or not it has been paid, so you can tie billed revenue to your books. You'll find it in the Revenue & Collections group of Revenue Reports in Report Center.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Revenue & Collections.
2. Click Tuition & Other Revenue Tie-Out.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Tuition & Other 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 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 and accountants closing a month.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Children Detail Ledger, Staff Detail Ledger, Legacy Invoice Adjustments.
• Registration invoices are in Registration Revenue Tie-Out.