Tuition Management Account Reconciliation Report

This article provides the step for downloading the Account Reconciliation Report from V2. The report is raw data about the invoices and payments for the Enrollment Period that you selected.

PRO TIP! Watch this video of Ben manipulating the Account Reconciliation export into a pivot table for easier viewing.

From the Families Table

1. Go to Families > Export: Account Reconcile.
   
   
   
2. Select Begin and End Dates > Enrollment Period > click Download Report.
   

PRO TIP! Watch this video of Ben manipulating the Account Reconciliation export into a pivot table for easier viewing.

From Lead Configs

1. Search for Lead Configs in the upper search menu. 
   
   
   
2. Double-click on the School Year you want to look at or click the edit button at the end of the row.
   
   
   
3. Click Account Reconciliation and this will automatically download the report as an Excel spreadsheet. This will include raw data for all of the agreements filled out in V2 for the 22/23 school year. 
   
4. Select Begin and End Dates > Enrollment Period > click Download Report.
   

PRO TIP! Watch this video of Ben manipulating the Account Reconciliation export into a pivot table for easier viewing.