What report do I run when I need to know the exact amount a family owes on their Smart account in the current month, not the month or months prior to the current month.
The Aging Report is a report found in the Reports section that is used to obtain the correct balances owed by a family or families in the current month.
1. Click on the Reports Tab.
2. Under the Cashflow column, click on Aging
3. When this pop up box appears, make sure to click on the box that says: Include Accounts with Current Balances (otherwise you are running a regular Delinquency Report). Then choose either to run the report as a PDF or EXCEL file.
The report will show you the families who owes the most in descending order and it will also show families who have overpaid on their accounts.