/
Individual Balance Report

Individual Balance Report

Search our Help Centre

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

  1. Click on the Reports tab

  2. Select Account reports

  3. Select Individual balance report

  4. If required select balances to report

  5. If required select account

  6. If required select any of the following options:

    1. Only show pupils with debt

    2. Show all current trips

    3. Trip debt relative to payment schedule

    4. Include envelope header

    5. New page for each account

    6. Show pupil IDs

  7. Select OK



Note that this report can be emailed to all parents - see Pupil Accounts Generate Mail Merge



SCO Modules

FAQs



Related content

Individual Debt Report
Individual Debt Report
More like this
Individual Account Statement
Individual Account Statement
More like this
Extended Day Debt Analysis Report
Extended Day Debt Analysis Report
More like this
Outstanding Debt Report
Outstanding Debt Report
More like this
Account Balance Report
Account Balance Report
More like this
Trip Balances Report
Trip Balances Report
More like this

Contact our Customer Support Team

support@tucasi.com | 02380 016 564

Copyright Tucasi Ltd 2004 - 2023