Open Item Report - Student Billing
There was a fantastic report called Open Item Report which allowed you to select a period for charges, credits and payments (each period could be selected individually) and the result would be an outstanding balance as of a specific date using specific charges/credits.
The report would be in a user friendly readable form breaking down the charges, payments, credits and showing the outstanding balance so that one could clearly see an abundance of information.
We need this type of report as the current lists and aged receivables does not function as effectively. This was a must at our workplace as we used the information for audits and tuition tax receipts.
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Shoshannah Engel
- May 16 2023
- Implemented
Related ideas
I also want to use this and be able to filter by payment plan. We have teachers with students who use payroll deduction each month. I need to be able to create a report or list that shows these teachers and what is owed for that month so we know what to deduct out of payroll.
Yes, this was a great report that we also used to use in Student Billing. We relied on it heavily during our audits and the format of the report was perfect for seeing total charges, credits, etc. and the balance remaining. Please bring this back!