What reports can Finalsite Enrollment 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?
Yes, you can forecast upcoming payments within the Projected Income Report.
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. You can forecast upcoming payments within the Projected Income Report.
How can you search for Prepaid balances?
You can use the Student List Page or the Accounts List Page to identify parents/payers who have prepaid by looking for those listing a negative balance in the 'Current Balance' column.
How do I track manual payments?
Manually added payments can be tracked through the In-School Payments report located within the Billing menu.
Comments
0 comments
Article is closed for comments.