Fee reports
Fee reports are under Reports → Student Accounting. Each report has filters such as session, term and class, and most can be exported to Excel or CSV.
| Report | Answers |
|---|---|
| Due fees report (outstanding) | Who still owes, and how much. Show everyone with a balance, only those who have paid nothing yet, or only those part paid. Group by family or class. |
| Allocation report | What was charged, and how much of it is unpaid, part paid or paid in full, by class, by family, or as a full list. |
| Payment report | What was collected, with a breakdown. |
| Fee adjustments | Discounts, scholarships and write-offs, in detail or as a summary. |
| Fee discrepancies | Payments that may need attention, such as fees paid twice. See Reversing a payment. |
| Fees report | Each student's fees by fee type. |
| Fine report | Late-payment fines charged. Only shown when fines are turned on. |
| Fee tax report | Tax collected on fees, by fee type and payment method. |
Following up unpaid fees
- Open the Due fees report for the term.
- Choose No payment yet to find families who have not started paying.
- Group by family to see each family's total across all their children.
- Export the list, or open a family's invoice to take a payment.
Balances from earlier terms are included, so nothing is forgotten at the end of a term.
Report filters and the year picker
Fee reports follow the session chosen in the year picker in the top bar, so you can look back at an earlier year.