Billing Category Report

Overview

Within in this report you will be able to see the summary of your individual billing categories by month. Each section will be consolidated together by their category grouping that consists of one charge, any credits associated to the charge, and any payments associated to the charge.

Functionality

• The Billing Category Report is defaulted to be the current month, and has a custom date range that can be filtered up to 15 months.
• Within the Filter Options dropdown, you have the option to filter the report by term, grade, and/or any additional custom filters you've included.
• You can Export the report as a  CSV or PDF.
• You can also click on the totals (at the top row of each section.) That will take you to a filtered view of the transactions that make up those totals in the Ledger report. See that in action below!

Additional Resources

• Office Hours & Past Session Recordings
• Billing Category Setup
• Billing: Prepayments