Age Analysis

This page lists all the student accounts and the account balances.

info

Select the 'Period' from the dropdown to show the student balances for the selected period.

To view the student financial details, click the > button to expand the transaction view.

tip

If the Period selected is the Current Period, then all unprocessed transactions are included in the age analysis and an asterisk (*) is placed before the student name.

If a previous Period is selected, the unprocessed transactions are not included in the age analysis.

List Options

To the right of the header there are four buttons:

Refresh

This will request updated data from the server and refresh the display.

Reset display

This option will reset the view to the default columns.

Export all data

This will export the contents of the list to Microsoft Excel format.

Column Chooser

This will open a window with additional columns that may be added to the view. Drag the required column to the view, or drag an unwanted column from the view into the Column Chooser window to remove it from the view.

The view layout will be saved as your prefered view. Click the Reset display button to discard the saved view layout.

Using the Column Chooser is demonstrated in the Column Chooser section on the Students page

Ageing Options

The following action button is available to the right of each student:

Notes

This will open the notes dialog where notes attached to the student can be viewed or added.