What is the Family Annual Total Receipts Report (FIN-15)?

IN THIS ARTICLE:
Learn about the Family Annual Total Receipts Report (FIN-15), its filter options, and how to generate it.

What is the Family Annual Total Receipts Report?

The Family Annual Total Receipts Report can be generated for each family to assist with claiming health and fitness expenses for tax rebates in some countries. The report is similar to an itemized statement showing all students on the account, with fees broken down by Line Item Type (Class or Camp Tuition, Other and Anniversary). Taxes paid are listed as a separate total.

Available Formats

The Family Annual Total Receipts Report is available in either HTML, PDF, or XLS format.

Available Filters

  • YEAR STUDENT WAS ACTIVE: the system will only show families with students who had an active enrollment within the chosen calendar year.
  • LOCATIONS: If there is more than one active location on the account, results will only reflect the currently selected location if using the “Active” status. (For example, if you select a status of “ACTIVE”, the family must be active in the selected location to be included in the results.)
  • CHOOSE FAMILY KEYWORDS: select one or more Family Keyword(s) to limit the report to only families who are associated with a particular Keyword(s).

Generating the report from the family ledger

  1. From the FAMILIES or STUDENTS page, click on the CURRENCY SYMBOL/LEDGER icon, then click FULL LEDGER.fin15-01.png

  2. From the MORE ACTIONS menu, select "Generate Annual Total Receipts Report."
    fin15-02.png
  3. SELECT YEAR: the system will only reflect charges paid within the selected calendar year.
  4. LOCATION: the system will only reflect payments associated with the selected Location(s).
  5. Use the format buttons at the bottom of the window to generate the format in whichever format you select.

Emailing the report from the family ledger

  1. From the FAMILIES or STUDENTS page, click on the CURRENCY SYMBOL/LEDGER icon, then click FULL LEDGER.fin15-01.png

  2. From the MORE ACTIONS menu, select "Email Annual Total Receipts Report."
    fin15-03.png
  3. SELECT YEAR: the system will only reflect charges paid within the selected calendar year.
  4. LOCATION: the system will only reflect payments associated with the selected Location(s).
  5. RECIPIENT: the email address the report will be sent to. (iClassPro will automatically populate this field with the primary email address on the account.)
  6. REPLY-TO ADDRESS: the email address that will be used as the recipient if parents send a reply to the Email Blast. This field is automatically populated with the Location email address for your account, but can be edited as needed.
  7. (Optional) Select a predefined Email Template to use.
    • Selecting a template will automatically fill in the Subject and Email Body.
  8. Enter a Subject for the email.
    • Skip this step if you selected an Email Template
  9. Add your message (text) in the Email Body.
    • Skip this step if you selected an Email Template
  10. Click Send Email. The Family Annual Total Receipts Report will automatically be sent with the email as a PDF attachment.

Need more assistance?

Call us at 877-554-6776. Our business hours are Mon–Sat, 9am–9pm (CT).