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choward
Last seen: 3 hours 12 min ago
Joined: 05/10/2019 - 10:48
account balance report

Can I please get a report that shows student account balances for a term and if they are on a payment plan.  I would like to have an easy way to track students on payment plans to see if they are making their scheduled payments.

Thank you,

 

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dparker
Last seen: 7 hours 15 min ago
Joined: 05/17/2019 - 21:42
StudentAccounts > Billing > Aging Analysis

The Aging Analysis Function has a section called Late Payments.  This has the students Final Balance and it has all of the payment plan lines broken out so you can see how many students have delinquent payments.  There is a button to Export to Excel to make it into a report. 

Using this as a comparison what would you want in addition to this?  Also the Payment analysis screen from Financial Aid will be added to Student Accounts with some tweaks. That screen might satisfy this as well. We can make it so the results can be exported to excel like the Aging Analysis.

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