Skip to content

Fee Tracking Reports for Allocations

December 17, 2015

We recently introduced a new report that shows Payment Allocations (which incidentally has been renamed per screenshot below). We’ve created a similar report in QuickSchools that shows how Charges/Invoices have been allocated. Again, searching for the word “Allocations” in the Reports module, which should yield the following results:

Fees Tracking Allocations Report

Fees Tracking Allocations Report

If you find these reports useful, don’t forget to Star them as your favorites. Additionally, we’ve also added 2 new options filter by in the “Fee Tracking Transactions” Report:

New Filter in "Fees Tracking Transactions" report to identify Paid and Unpaid Charges/Invoices

New Filter in “Fees Tracking Transactions” report to identify Paid and Unpaid Charges/Invoices

This will allow you to identify which charges/invoices have been fully paid, and which have not, although it does not actually tell you the amount that has not been paid. We’ll continue to work on providing additional reports that will show you the unallocated amounts for receipts and invoices.

No comments yet

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s