To view the accounts with over payments, you can run the Aging Report. The Aging Report will provide you with a list of all accounts and the status of their balance. This report runs in real-time, so it is the most up-to-date report.
  1. Login to
  2. Select the applicable school year
  3. Click on the Reports tab at the top of the page
  4. Select Aging Report under Cashflow
  5. select
  6. Click on Include Accounts with Current Balances
  7. Select the format (PDF if printing or Excel for filtering)
  8. include