General:: Report to show balances for specified date - School Manager

 

School managers now have the option to request a report to show what payment item balances were on a specified date.

 

To obtain this report;

 

1. Navigate to Finance > Reports > Other Reports

2. Select Balance Report

 

3. ​Select the relevant payment item or All

4. Enter the date you require - this must be a date in the past

5. If you wish to include pupils with zero balances tick Include zero balances

6. You can filter the report to show only specific people or select All 

7. Tick Include leavers if you wish to also see pupils who are no longer on roll at school

7. Advanced options allow you to add/remove certain information in your report

8. Click Run Report

 


 

9. You will see an onscreen notice advising that the report will be added to a processing queue and asking you to confirm the details. Click Yes. 

10. You will receive a notification on your ParentPay homepage  when the report is ready and it will be available for 7 days on your ParentPay site under  Communication > Files

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