1. In Reports, click Transaction Reports, and highlight Transaction List.
  2. Click New.
  3. On the General tab select the appropriate date range and mark the Charge checkbox.
  4. Mark the Create an Output query of records checkbox.
  5. Select the Filter tab select Selected for the appropriate tuition Product and Billing Items and any other needed filters.
  6. Click Preview.
  7.  When prompted, enter a file name for the output query
 
  1. In Query, create a student query of all current students.  If a status was used as a filtered in the transaction list report, select the same status.
  2. Select results and save the query.
  3. From the main Query screen, select File, Merge...
  4.  Click the binoculars and select the output query and the query of current students for the Query 1 and Query 2 fields. The order is not specific.
  5.  Mark the option Select Records in Query 1 or Query 2, but not both.
  6.  Click Merge Now.