IN THIS ARTICLE:
Learn about the Families Applied Payment Summary (FIN-14), its filter options, and how to generate it.
What is the Families Applied Payment Summary Report?
The Families Applied Payment Summary Report is a list of payments applied to families over a time period. The report includes the family name, the total amount applied, and breaks down the payment total to show how much was applied towards charges associated with each student in the family.
NOTES: Chosen filters that relate to enrollments will produce results that are true based on the Start Date/End Date you select when generating the report.
The Families Applied Payment Summary Report is available in either HTML, PDF, XLS or CSV format.
- START DATE/END DATE: the system will only show charges with a “Charge Date” that falls within these days.
- CHARGE FILTERS:
- PROGRAM: selecting a specific program will limit the results only to charges assigned to the selected program(s) and payments which were applied to them within the specified date range of the report. (Leaving this filter blank will include all programs.)
- CHARGE CATEGORY: selecting a specific charge categories will limit the results only to charges assigned to the selected charge category/categories and payments which were applied to them within the specified date range of the report. (Leaving this filter blank will include all charge categories.)