Run the Tuition & Other 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.

Tuition & Other Write-offs / Credit Memos lists the credit memos issued against tuition and fee invoices in the dates you choose. You'll find it in the Adjustments & Discounts group of Revenue Reports in Report Center.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Adjustments & Discounts.
2. Click Tuition & Other Write-offs / Credit Memos.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Tuition & Other 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 write-offs.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Detail.
• Registration write-offs are in Registration Write-offs / Credit Memos.