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

• This report is defaulted to be the current month, and has a custom date range that can be filtered up to 15 months.

• Exportable to .CSV with all billing category account, adjustment, and ledger codes.

• Filterable by term.

• Blue linked totals, which will take you to a filtered view of the transactions that make up those totals. E.g. If you click on the $7,500.00 total at within the Tuition Totals row, it takes you to the screenshot below.

Additional Resources

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