How can I download a historical fee due report, and how is it helpful for accountants?

The Historical Fee Due Report shows a detailed list of pending fees for students in a selected class as of a specific date. It can be downloaded in Excel (XLS) or PDF format.

Steps to Access the Report:

1. Go to Finance > Fee > Fee Reports
2. Click on Historical Fee Due Report

Filter Exaplaination :

Click on the FILTERS button and choose:

1. Academic Session – Select the session to view data for that academic year duration.
2. Class-Section – Choose a specific class-section or select all.
3. Date – Pick the reference date up to which you want to view pending dues in the selected academic session.
4. Fee Type – Choose this if you wish to see a fee-type-wise breakup.
5. Installment – Choose this if you wish to see an installment-wise breakup.
6. Student Status – Select the status from – Active, Inactive(If student has left), or Both using the drop-down menu.
7. Click SUBMIT to generate the report.

Downloading the Report:

Click the icons to download:

• for Excel
• for PDF format

The report will be saved to your device.

How It’s useful for Accountants:

1. Track Outstanding Fees by date.
2. Identify Defaulters for follow-up.
3. Analyze Fee Types or Installments to spot trends.
4. Verify Concessions applied.
5. Study Historical Trends in fee collections.
6. Support Reconciliation & Audits with clear records.
7. Communicate with Parents about dues and payments.
8. Plan Budgets using fee trend insights.