Leave blank for all families or,
Select families From and To.
Path: Debtors > Sundry Account Printing
If you are charging families using sundries you may need to print your Sundry Accounts each
|1.||[Tag Set] can be used for selecting the Families.|
[From/To Family] If a Tag Set is not used:
|3.||[Print Options] Select an option required|
|4.||[Cost Centres] Optional; Leave blank for All cost centres or select the Cost Centres from and to|
|5.||[Select on FamilyTag etc] A Tag Set has in most cased replaced this option|
|6.||[Account Heading] type in your Heading to print on the Report|
|7.||[Date for Account] what date do you wish to show on account|
[Optional Fee] An optional fee can be added to the account with a value
[Option Fee Amount]
[Printed based on which address option]
Non Freedom Schools- Select an Address option for printing the accounts, you may need to print three lots of accounts if all options have been used in Student View/Address.
Freedom Schools will see this option, the Freedom Acc & Alt Act - in most cases this button would be selected to email, print to these account holders
[Print Option] in most cases you will select [ALL] as this will print , email and go to document manager all at the same time
Select if you are going to Print all Accounts, Email Accounts or print Accounts with no email option.
[Report Style] select your correct report statement
[Report Alias] shows you the name of the report
Select if you are going to print BPay and/or Credit Card details for payments
[Early Settlement Disc] If you give early settlement discount enter the details
[Date for Discount] the date you wish discounts to apply from
[Print only if account Excludes] Accounts can be printed based on a Family Status entered in Account master File/
[Print only if account Includes] Accounts can be printed based on a Family Status entered in Account master File/
[Output destination] If you select the Output destination of Export to File and are printing to Document Manager
[Print individually] if print to PDF or window do not tick this box (see below)
If you select the Output destination of Export to File and are printing to Document Manager
[Print] you may be asked if you wish to cater for split billing, if this is the first run
Account Format will depend upon the Report your school has had written for this purpose.