User Transactions

The User Transactions report displays the payments entered by user in Fees & Payments.

Viewing User Transactions

1. In the Billing menu, click User Transactions.

User Transactions - Google Chrome

2. On the Search Screen, enter search criteria to locate the users you want to view on the report and click Search.

User Transactions - Google Chrome

3. At the top of the screen, adjust the Report Timeframe using the pull-downs or calendar icons.

4. Click Go to refresh the report.

User Transactions - Google Chrome

The report displays the user's name, local ID, staff ID, profiles, schools, and the total amount of payments the user has entered into Fees & Payments.

User Transactions - Google Chrome

5. Select Display Breakdown of Selected Schools Payment Methods to view a breakdown of payments collected by payment methods for each school.

User Transactions - Google Chrome

6. Click a user's name to view the payment information for the payments the user collected.

User Transactions - Google Chrome

The student's name, student ID, date paid, payment method, payment info, and amount is displayed.

User Transactions - Google Chrome

7. Click the student's name to view the Fees & Payments screen for that student.

User Transactions - Google Chrome