{"id":12729,"date":"2025-06-09T18:57:24","date_gmt":"2025-06-09T13:27:24","guid":{"rendered":"https:\/\/helpcenter.nexterp.in\/helpcenter\/?p=12729"},"modified":"2025-06-09T18:57:26","modified_gmt":"2025-06-09T13:27:26","slug":"how-can-i-download-a-historical-fee-due-report-and-how-is-it-helpful-for-accountants","status":"publish","type":"post","link":"https:\/\/helpcenter.nexterp.in\/helpcenter\/how-can-i-download-a-historical-fee-due-report-and-how-is-it-helpful-for-accountants\/","title":{"rendered":"How can I download a historical fee due report, and how is it helpful for accountants?"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>The <strong>Historical Fee Due Report<\/strong> shows a detailed list of pending fees for students in a selected class as of a specific date. It can be downloaded in <strong>Excel (XLS)<\/strong> or <strong>PDF<\/strong> format.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Steps to Access the Report:<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Finance &gt; Fee &gt; Fee Reports<\/strong><\/li>\n\n\n\n<li>Click on <strong>Historical Fee Due Report<\/strong><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Filter Exaplaination :<\/strong><\/h3>\n\n\n\n<p>Click on the <strong>FILTERS<\/strong> button and choose:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Academic Session<\/strong> &#8211; Select the session to view data for that academic year duration.<\/li>\n\n\n\n<li><strong>Class-Section<\/strong> &#8211; Choose a specific class-section or select all.<\/li>\n\n\n\n<li><strong>Date<\/strong> &#8211; Pick the reference date up to which you want to view pending dues in the selected academic session.<\/li>\n\n\n\n<li><strong>Fee Type<\/strong> &#8211; Choose this if you wish to see a fee-type-wise breakup.<\/li>\n\n\n\n<li><strong>Installment<\/strong> &#8211; Choose this if you wish to see an installment-wise breakup.<\/li>\n\n\n\n<li><strong>Student Status<\/strong> &#8211; Select the status from &#8211; Active, Inactive<em>(If student has left)<\/em>, or Both using the drop-down menu.<\/li>\n\n\n\n<li>Click <strong>SUBMIT<\/strong> to generate the report.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXfr1TQdSHwMr_GHDB4Cfxlb0643RYXqioY_4rNev2tdTdqItypOqTU5UCdCNVXY_T-sm2A1XAEfjRtWT8NtRiI269zzONejm7EWlpX-iMrS9NyNpUwBniB99qfHu6V3HRHmDrMY3j-P6fiJ-X1U45E.png\" alt=\"\" class=\"wp-image-13081\" srcset=\"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXfr1TQdSHwMr_GHDB4Cfxlb0643RYXqioY_4rNev2tdTdqItypOqTU5UCdCNVXY_T-sm2A1XAEfjRtWT8NtRiI269zzONejm7EWlpX-iMrS9NyNpUwBniB99qfHu6V3HRHmDrMY3j-P6fiJ-X1U45E.png 1366w, https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXfr1TQdSHwMr_GHDB4Cfxlb0643RYXqioY_4rNev2tdTdqItypOqTU5UCdCNVXY_T-sm2A1XAEfjRtWT8NtRiI269zzONejm7EWlpX-iMrS9NyNpUwBniB99qfHu6V3HRHmDrMY3j-P6fiJ-X1U45E-300x169.png 300w, https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXfr1TQdSHwMr_GHDB4Cfxlb0643RYXqioY_4rNev2tdTdqItypOqTU5UCdCNVXY_T-sm2A1XAEfjRtWT8NtRiI269zzONejm7EWlpX-iMrS9NyNpUwBniB99qfHu6V3HRHmDrMY3j-P6fiJ-X1U45E-1024x576.png 1024w, https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXfr1TQdSHwMr_GHDB4Cfxlb0643RYXqioY_4rNev2tdTdqItypOqTU5UCdCNVXY_T-sm2A1XAEfjRtWT8NtRiI269zzONejm7EWlpX-iMrS9NyNpUwBniB99qfHu6V3HRHmDrMY3j-P6fiJ-X1U45E-768x432.png 768w, https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXfr1TQdSHwMr_GHDB4Cfxlb0643RYXqioY_4rNev2tdTdqItypOqTU5UCdCNVXY_T-sm2A1XAEfjRtWT8NtRiI269zzONejm7EWlpX-iMrS9NyNpUwBniB99qfHu6V3HRHmDrMY3j-P6fiJ-X1U45E-1200x675.png 1200w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXex-NtFwcPM2-Ew1zhtw-Axam3op0tukME2UNZyN6K6VYznX7VravqFfutEAM7uNADV7lWGXFb0V83x3qTPZtsgRmC0U_lNNwTmuslljQ8qEusRzi5vriDQAZf89TwQAaoApGMiRv-BXxAhHyxVu40.png\" alt=\"\" class=\"wp-image-13082\" srcset=\"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXex-NtFwcPM2-Ew1zhtw-Axam3op0tukME2UNZyN6K6VYznX7VravqFfutEAM7uNADV7lWGXFb0V83x3qTPZtsgRmC0U_lNNwTmuslljQ8qEusRzi5vriDQAZf89TwQAaoApGMiRv-BXxAhHyxVu40.png 1366w, https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXex-NtFwcPM2-Ew1zhtw-Axam3op0tukME2UNZyN6K6VYznX7VravqFfutEAM7uNADV7lWGXFb0V83x3qTPZtsgRmC0U_lNNwTmuslljQ8qEusRzi5vriDQAZf89TwQAaoApGMiRv-BXxAhHyxVu40-300x169.png 300w, https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXex-NtFwcPM2-Ew1zhtw-Axam3op0tukME2UNZyN6K6VYznX7VravqFfutEAM7uNADV7lWGXFb0V83x3qTPZtsgRmC0U_lNNwTmuslljQ8qEusRzi5vriDQAZf89TwQAaoApGMiRv-BXxAhHyxVu40-1024x576.png 1024w, https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXex-NtFwcPM2-Ew1zhtw-Axam3op0tukME2UNZyN6K6VYznX7VravqFfutEAM7uNADV7lWGXFb0V83x3qTPZtsgRmC0U_lNNwTmuslljQ8qEusRzi5vriDQAZf89TwQAaoApGMiRv-BXxAhHyxVu40-768x432.png 768w, https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/AD_4nXex-NtFwcPM2-Ew1zhtw-Axam3op0tukME2UNZyN6K6VYznX7VravqFfutEAM7uNADV7lWGXFb0V83x3qTPZtsgRmC0U_lNNwTmuslljQ8qEusRzi5vriDQAZf89TwQAaoApGMiRv-BXxAhHyxVu40-1200x675.png 1200w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Downloading the Report:<\/strong><\/h3>\n\n\n\n<p>Click the icons to download:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><img loading=\"lazy\" decoding=\"async\" width=\"20\" height=\"23\" class=\"wp-image-13073\" style=\"width: 20px;\" src=\"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/XLS-Download.png\" alt=\"\"> for Excel<\/li>\n\n\n\n<li><img loading=\"lazy\" decoding=\"async\" width=\"20\" height=\"22\" class=\"wp-image-13072\" style=\"width: 20px;\" src=\"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-content\/uploads\/2025\/06\/PDF-Download.png\" alt=\"\"> for PDF format<\/li>\n<\/ul>\n\n\n\n<p>The report will be saved to your device.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How It\u2019s useful for Accountants:<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Track Outstanding Fees<\/strong> by date.<\/li>\n\n\n\n<li><strong>Identify Defaulters<\/strong> for follow-up.<\/li>\n\n\n\n<li><strong>Analyze Fee Types or Installments<\/strong> to spot trends.<\/li>\n\n\n\n<li><strong>Verify Concessions<\/strong> applied.<\/li>\n\n\n\n<li><strong>Study Historical Trends<\/strong> in fee collections.<\/li>\n\n\n\n<li><strong>Support Reconciliation &amp; Audits<\/strong> with clear records.<\/li>\n\n\n\n<li><strong>Communicate with Parents<\/strong> about dues and payments.<\/li>\n\n\n\n<li><strong>Plan Budgets<\/strong> using fee trend insights.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>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: Filter Exaplaination : Click on the FILTERS button and choose: Downloading the Report: Click the icons to &hellip; <a href=\"https:\/\/helpcenter.nexterp.in\/helpcenter\/how-can-i-download-a-historical-fee-due-report-and-how-is-it-helpful-for-accountants\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;How can I download a historical fee due report, and how is it helpful for accountants?&#8221;<\/span><\/a><\/p>\n","protected":false},"author":26,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[596],"tags":[595,597],"post_folder":[],"class_list":["post-12729","post","type-post","status-publish","format-standard","hentry","category-historical-fee-due-report","tag-fee-due-report","tag-historical-fee-due-report"],"_links":{"self":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/12729","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/comments?post=12729"}],"version-history":[{"count":11,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/12729\/revisions"}],"predecessor-version":[{"id":13083,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/posts\/12729\/revisions\/13083"}],"wp:attachment":[{"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/media?parent=12729"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/categories?post=12729"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/tags?post=12729"},{"taxonomy":"post_folder","embeddable":true,"href":"https:\/\/helpcenter.nexterp.in\/helpcenter\/wp-json\/wp\/v2\/post_folder?post=12729"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}