List Page Configuration

The List Page Configuration page (Settings > General > List Page Configuration) allows you to add additional columns to the following:

• Billing Ledger Columns - Displays custom columns within Ledger report page.
• Billing Students Columns - Displays columns within the student billing page.
• Lottery Columns - Displays columns within the lottery results.
• Line Items Columns - Financial Line Items report.
• Manage Orders Columns - Payment History report.

💡Quick answers

• What pages support custom columns via List Page Configuration? The Billing Ledger, Billing Students page, Lottery results, Financial Line Items report, and Payment History (Manage Orders) report.
• Why would I add custom columns to these pages? Custom columns are useful for including student IDs or parent information when exporting data or reconciling with external systems like FACTS or Smart Tuition.
• How do I add a custom column? On the List Page Configuration page, type the name of the field you want to add and click Submit to save.
• Where do custom columns appear on the page? They display at the far right of the Line Items and Payment History reports; on the Billing Students page, they appear to the right of the Grade column.

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Adding columns is useful if additional information is needed when exporting or reconciling data with other systems.  For example, including student ID's, or parent information can be useful when working with family centric systems like FACTS or Smart Tuition.  Within the list page configuration list, you can type in the names of the fields you’d like to add and click submit to save your changes. 

Custom columns will display along the far right of the line items and payment history reports.  On the student billing list page, the columns will display to the right of the 'grade' column. 

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Additional Resources

• Office Hours & Past Session Recordings
• Payment History Report
• Financial Line Items Report