jmc's Tuition and Fees Reports help your office maintain accurate records of charges, payments, and outstanding balances. These reports provide a detailed breakdown of payments and charges for each school-designated fee category, ensuring clear and organized financial tracking. With these tools, your office can easily review balances, track payments, and maintain reliable bookkeeping records.
Explore a variety of customizable reports in jmc Office under Tuition/Fees > Reports to help you efficiently manage your data. Here's an overview of the available report options:
Print Statements: a financial statement that can be printed or emailed to either all students' families or selected families to help them manage their dues. This feature allows you to filter reports based on variables such as grade, student name, balances, or billing end date.
Fee Balance Sheet: a report that allows you to quickly check balances for all accounts or focus on those exceeding a certain amount. For instance, with just a few clicks, you can see all families with an account balance of $-10.00. For further ease, these results can be exported or printed as needed.
Fee Summary: a detailed breakdown of all charges and payments applied to family accounts within a chosen timeframe. Customize the report to show only charges, only payments, or both, and export as a CSV file for added flexibility.
Payment Check: a list of payments made by students or families within a given time period. If you need to identify families who haven't made any payments, the system enables you to fine-tune your search based on the count of payments made.
Fees Charged: the total amount of fees charged within a specific building and timeframe. Filter by grade level or specific fee for more targeted insights.
Fee List: a list of families that have been charged a particular fee within a defined period. Search by fee type and preview, export, or print the results as needed.
Fee Payments: a comprehensive list of payments, sorted by fee. Run the report for all students or use the "By Random" search option to view payments by individual student.
Fee Account Payments: a list of payments made by families to each distinct fee account. View payments made to specific fee accounts within a set date range. Sort the data by fee account, preview results, and export or print for easy follow-up.
jmc's reports provide detailed, actionable data, helping your office manage and track the financial aspects of your institution effectively.