Balance Owing Report

Created by Nadia Ismael, Modified on Tue, 26 Sep, 2023 at 2:49 PM by Nicola W

Go to: Extracts>Reports> Balance Owing Report

Reports parent balances owing or in credit up to the selected “posting” date. This report also displays any non active parents who still owe money, and who may not be included when you produce your statements in bulk.

From

Start date of the report

To 

End date of the report. 

Filter 1 

Select if the amounts to be provided are ALL, With non-zero balance, in credit, or in debit.

Filter 2

allows services to filter the information based on the TAGS set up on families accounts

Exclude Projected Fees

allows services to include or exclude any fees that have been projected for future weeks.

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