Reports
Statements
This process will queue the sending of statements in the background. Sending statements can take a number of minutes, even longer, depending on the number of students.
ScholaSys will add a note to the student when the statement is sent, showing the email addresses the statement was sent to. See System Notes.
Statement Options
Statement Date
The date that should appear on the statement. This will usually be the current date, since this is the date the statement is sent.
Period Range
Select the number of month's transactions to appear on the statement
| Period Range | Description |
|---|---|
| Current | Include the transactions for the Current Period only. See Transaction Periods. |
| 3 months | Include the transactions for the Current Period and the two months before that. |
| 6 months | Include the transactions for the Current Period and the five months before that. |
| All | Include all the transactions. |
Be careful to select 'All'. ScholaSys may hold transactions for many years for the student and the statement will all transactions could be very large and take a long time to generate.
Include Unprocessed Transactions
This box should usually be checked.
This will include transaction batches with a status of Open or OpenReadOnly. See Transaction Batch Status.
Copy to Accounts Email
Check the box if you want a copy of each statement sent to the school's email address.
Accounts
All Students
Select to include all active student accounts. This box should usually be checked.
If unchecked, select the student number range.
First Student No
If All Students is unchecked, select the first student number in the range.
Last Student No
If All Students is unchecked, select the last student number in the range.
A statement can also be sent to a single student using the email button in the Student Summary screen.
Message
An optional message.
Send
Clicking the Send button will queue the statements for sending.
The statement run cannot be stopped once it is queued.
GL Transactions
This will list all processed transactions for the selected period.
Transactions in unprocessed transaction batches are not included.
List Options
To the right of the header there are three buttons:
Refresh
This will request updated data from the server and refresh the display.
Export all data
This will export the contents of the list to Microsoft Excel format.
GL Summary
This will list a summary of all processed transactions for the selected period.
Transactions in unprocessed transaction batches are not included.
List Options
To the right of the header there are three buttons:
Refresh
This will request updated data from the server and refresh the display.
Export all data
This will export the contents of the list to Microsoft Excel format.
Columns
Period
The transaction period as YYYY-MM.
GL Account
The GL Account.
Description
The GL Account description.
Excl Amount
Total exclusive of VAT.
VAT Amount
Total VAT amount.
Incl Amount
Total inclusive of VAT.
To Accounting System.
Checkd if the transactions were sent to the online accouting system.
Applies only if integration with an online accounting system is enabled.