You can have a quick view of the institute’s total agreed amount, the amount paid and the balance of the current period. Additionally, you can see the total balance of all periods, and the total outstanding amount of all periods i.e. the agreed pay date has passed.

Use the filters available to see analytically, per student or per agreement the instalments of a selected period.

- You can check payments up to a specified date and show payments up to the same date or a different one.
- You can select to show instalments of students with specific status(es).
- You can include only outstanding instalments, and if you select the view type ‘per student’, you can include general ledger balance and/or transactions not related to arrangements.
- You can collapse/ expand results and by clicking on the button beside the student’s personal information.

Figure 69

Use the Bulk Actions to perform any of the following financial overview actions (Figure 70):

- Create Remark or Action
- Send Financial Notification
- Internal Message
- E-mail
- SMS

Figure 70

Reports

At the ‘Reports’ menu there is a variety of billing reports available (Figure 71).

Figure 71

Accounting Transactions Per Day

You can see selected students’ accounting transactions per day for the selected period and type(s) of transaction (Figure 72).

Select the group(s) e.g. Y4B
Select the student(s) (The Student field is filtered from the Group field) e.g. All
Select the transaction type(s) e.g. Invoice Plus
Select from to date
Click on the ‘Preview Report’ button

Figure 72

Activities Transaction Per Category

You can see the transactions per activity (Figure 73).

Select the transaction type(s) e.g. Invoice
Select the activities category(ies) e.g. School Trips
Select the activity(ies) (The Activities filter from the Activities category) e.g. Camping

Figure 73

Delayed Payments from Many Periods

You can see the delayed payments from up to three academic periods for the specified students’ status and group. The delayed amounts shown will be over the defined amount. (Figure 74).

Select the 1^st period e.g. Year 15-16
Select the 2^nd period e.g. Year 16-17
Select the 3^rd period e.g. 2018-2019
Select the students’ status(es) e.g. Registered
Select the group(s) e.g. Y4B
Define the outstanding amount over which you want to see results e.g. 1€
Click on the ‘Preview Report’ button

Figure 74

General Ledger Transactions Card

You can see the general ledger transactions of the selected dates and academic period(s) i.e. there might be a transaction on a date of specified period e.g. 07/03/2019 but it concerns a charge of a previous academic year e.g. Year 16-17 (Figure 75).

Select from to date
Select the academic period(s)
Select the transaction type(s)
Click on the ‘Preview Report’ button

Figure 75

General Ledger Transactions Per Year

You can see the general ledger transactions for the selected period (Figure 76).

Select from to date
Select the transaction type(s) e.g. CInv-Company Invoice
Click on the ‘Preview Report’ button

Figure 76

Invoices Issued Per Day

You can see all invoices per day for the selected period in full detail i.e. date, academic period, invoice number, type, amount, student’s name and if the invoice has been canceled (Figure 77).

Select the transaction type(s) e.g. Inv
Select from to date
Click on the ‘Preview Report’ button

Figure 77

Payment Percentage Per Group

You can see the payment percentage per group. At each page you can see the group students, their agreed amount, paid amount, and balance as well as their payment percentage. Additionally, you can see the running total of the group (Figure 78).

Select the Group(s) e.g. Y4B
Click on the ‘Preview Report’ button

Figure 78

Receipts From To Day

You can see receipts of the selected period, level, cashier and type in full detail i.e. receipt date, number, student, reg. num, description, arrangement, receivals and payment method (Figure 79).

Select from to date
Select the Level e.g. Elementary school
Select the Cashier(s) e.g. Cashier 1
Select the transaction type(s) e.g. Inv-Invoice
Select the transaction description e.g. Short
Click on the ‘Preview Report’ button

Figure 79

Receipts Per Payment Method

You can see the receipts per payment method for the current academic period (Figure 80).

Select the Level(s) e.g. Elementary school
Select the transaction series e.g. Inv-Invoice
Select the Grade(s) e.g. Year 1
Select the Program(s) e.g. Basic
Select the Payment Method(s) e.g. Cash
Click on the ‘Preview Report’ button

Figure 80

Registration and Revenue Per Activity

You can see registration and revenue per activity. At each page you can see the student’s info, the grade, the activity and the agreed activity price (Figure 81).

Select the Level(s) e.g. High School
Select the activity(ies) e.g. London trip
Click on the ‘Preview Report’ button

Figure 81

Students Due Amounts Per Year

You can see current academic period students of the selected status grouped per Year, their due amounts at the corresponding arrangement and the installments dates (Figure 82).