Run student billing reports

TABLE OF CONTENTS

• Introduction
• Run a report   

Introduction

Student billing reports let you check if all students are in the correct family for billing or if the correct debtor fee rules have been applied with their billing adjustments.   

In Zunia, these are the billing reports you can run: 

• Student billing adjustments–includes details about the billing adjustments done to include fees other than tuition fees 
• Current family billing groups–includes details about the current student's siblings for the billing run  
• Family billing groups–includes details about the current, past, and future student's siblings for the billing run  
• Debtor fee rules–includes the debtor fees and rules set up to apply within a bulk student billing run 
• Student billing run charges–includes the debtor fees and amounts charged to the students in the billing run  

Run a report   

You can run any of the reports before creating a student billing run to check if the students and their fees are set up correctly. After a billing run is complete you might run the Student billing run charges to check the rules have been applied correctly to the students for billing.  

• Before a billing run 

To run a report before a student billing run, select Reports  or go to Reporting and compliance > Reports:  

1. In Report Categories, select Finance and then select Debtor. 
2. You can use the filter to help you find the billing report. Search for: 

• Student billing adjustments 
• Current family billing groups 
• Family billing groups 
• Debtor fee rules 

3. Your search results display. Select the report you want to run from your search results.
   Note: If you want to save any of these reports as a favourite, select the star icon next to the report you want to save. This means next time your report will display as a favourite in Report Categories > Favourites. 

4. In Parameters > Report parameters, you can review and make any changes to the report parameters. 

5. If you're happy with the changes, select Run report.
   You get a confirmation that your report is running. This may take a few minutes. 

When the report is ready, you'll get an alert in the notification centre .  

• After a billing run 

To run the Student billing run charges report after you Create a student billing run.