Trip Balances Report

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Useful Information

This report shows the payments made and balance due for a trip on the date the report is generated.
It displays the Tutor group, the amount Paid, any Discount and the amount Owing for all pupils on the trip. Pupils can be listed By class or By year.

Trip Balances Report

To generate the Trip Balances Report:

  1. Either:

    1. Click on the Reports tab and select Trip reports or

    2. Click on the Trips and Events tab and select the Reports button on the bottom right

  2. Select the Trip balances report

  3. Click the down arrow next to Select trip and select the required trip

  4. If required, click the down arrow next to Group results and select By class or By year

  5. If By class or By year has been selected, click the down arrow next to Select class/year and select the required class/year or leave as No grouping

  6. If required, tick the Include staff box

  7. Select OK



For further help with the Trips and Events module see also:



SCO Modules

FAQs





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