1. Select Query and select Billing Schedule. 2. On the Criteria tab select Summary. 3. Under Summary select Total Scheduled Amount. 4. Operator is greater than $0. 5. Select Ok and include any output and sort necessary.
This will give all activity that is ungenerated. Query in Version 7 will allow the user to open up the billing schedule from the results tab. The user can choose the next button when the billing schedule is open and it will open up the next result in the query.
Repeat the process for Advanced deposits and Financial Aid queries.