/
Individual Balance Report
Individual Balance Report
Useful Information
Displays account balances. The report can be run for an individual account or for all accounts.
Note that this report can be emailed to all parents - see Pupil Accounts Generate Mail Merge
Individual Balance Report
Click on the Reports tab
Select Account reports
Select Individual balance report
If required select balances to report
If required select account
If required select any of the following options:
Only show pupils with debt
Show all current trips
Trip debt relative to payment schedule
Include envelope header
New page for each account
Show pupil IDs
Select OK
Note that this report can be emailed to all parents - see Pupil Accounts Generate Mail Merge
, multiple selections available,
Related content
Entering Opening Balances
Entering Opening Balances
More like this
Income and Expenditure Log
Income and Expenditure Log
More like this
Inter-account or Unsettled Debts in Banking
Inter-account or Unsettled Debts in Banking
More like this
Miscellaneous Expenditure
Miscellaneous Expenditure
More like this
Clear or Reconcile Banked Funds
Clear or Reconcile Banked Funds
More like this
Dinner Money module
Dinner Money module
More like this
Contact our Customer Support Team
support@tucasi.com | 02380 016 564
Copyright Tucasi Ltd 2004 - 2023