What reports can SchoolAdmin provide?
Click here to review a list and overview of all of the billing reports and list pages you have access to within your site.
Can you forecast upcoming payments or money to be collected?
Currently, there is no way to forecast upcoming payments. One workaround to consider would be to pull upcoming charges in a report. For example, with the ledger report, you can filter the date range to a custom future date or the next 7 days, and then, you could use the 'Filter Options' to display only Charges. This workaround is not will not be able to forecast all of the payments that you will have coming in, but it can give a ballpark estimate of what to expect.
Can I view a Revenue Recognition Report?
Yes, the revenue recognition report is located under Billing > Revenue Recognition Report. You can read more about this report here.
What reports can a parent run in your system?
Financially responsible parents/payers will have access to their Monthly Statements (and historical monthly statements), Summary Statements, and Tax Statements within the Billing Management Tab of their account. You can read more about the parent/payer billing workflow here.
Does the Payout Report forecast upcoming payments?
No, the payout report only records amounts that have already been pulled, it does not forecast upcoming payments. You can read more about the Payout Report here.