Need to be able to run an Accounts Receivable report that is detailed by student.

There is no way presently to pull out of Billing Management a detailed A/R report that allows our controller to summarize payments by student per ledger account. This seems to be a basic accounting feature so needs to be added to Billing Management.

The Recent Payments report is close - if 1) the Pays For column was consistently accurate (it's NOT) and 2) the Pays For column was split out by charge into separate columns.

  • Ed Blackwood
  • Mar 18 2022
Employee Name Ed Blackwood
User System Admin
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  • Dawn Alonso commented
    2 Feb, 2023 08:14pm

    Sigh, I miss the old query that would give you outstanding balances with all of a student's balances grouped together and totaled.