Aged Debt Report
This report presents a comprehensive list of parents with outstanding balances, categorised by the length of time the payments have been overdue.
To access the Aged Debt Report go to:
Finance > Financial Reports > Aged Debt Report > View time periods: 0-30 days, 31-60 days, 61-90 days, 91-120 days, and 120+ days.
šRemember, once an invoice is raised, it will automatically be listed under the "0-30 days" category.
You will see a list below the graph of all children and their total outstanding amounts.
On the Dashboard, you'll find a widget displaying the Aged Debt graph along with the Total Outstanding section, which highlights the 10 largest overdue balances.
Current Child Balance Report
Navigate to More > Insights > Operations > Current Child Balance.
Controls / Filters
Use the filters at the top of the page to view balances for specific children. You're able to filter by:
Room
Archived
Not Archived
All children
Current Child Balance Table
The table displays the following information:
Sort and Filtering Columns
You can sort and filter the columns further. To do this, select the column heading and choose the required filter or sorting option.
For example, to view outstanding balances from highest to lowest:
Select the Outstanding Balance column heading > Select sort > Choose the appropriate sort order.
Reorder or Hide Columns
You can also customise the table layout:
Select column heading > Choose Move Left, Move Right, or Hide.
Exporting the Report
To export the report:
Select the three dots in the top-right corner of the table > Select Export to CSV or Export to Excel.
Bad Debt Report
The Bad Debt Report offers a detailed list of invoices that have been marked as bad debt.
To access the Bad Debt Report go to:
Finance > Financial reports > Bad debt report > Filter by Date marked or Invoice date > Select the date range > Filter by room or by specific child.
