Uses may want to run a specific report that will display balances as of certain dates or by payment plans. The A/R Balance report provides the filters to obtain the information.
You can run the A/R Balance report to view balances on accounts, as of a specific date or you can view balances per payment plan. Here's how:
1. Click on the Reports tab 2. Click on A/R Balance under Accrual 3. Select either Student or Family Based 4. Click Year to Date 4. Click on Payment Plan 5. Select the as of date 6. Run the report in Excel 7. Once the report is generated, click on Enable Editing 8. Highlight the headings row, then click the Sort & Filter option in the toolbar 9. Go to the Payment Plan heading and click on the little drop-down box 10. Click Select All, then check each payment plan you want to see on your report