It would be very useful to be able to run a report that shows which students we are currently holding deposits for. At this point, I can only easily see who has been billed for deposits. However, some of the deposits that we have on file were billed 3-4 years ago, and it would be helpful to see a report of those deposits at one glance, rather than having to look that far back at billing records.
Date
Votes
2 comments
-
Christie Ann Simon I agree this would be very helpful! Our accounting software is also not helpful when it comes to tracking room deposits- we use Excel spreadsheets and that is very time-consuming. It would be a lot more efficient if we could just run a report in Populi to see who has deposits on file. (Actually what we've been doing is running a report from the beginning of time until now on who has been billed for room deposits. Then we delete each line in which the student has both a debit and a credit on that account, because then we know the deposit has been moved elsewhere. It takes a long time.) Thanks for all your hard work, Populi peeps
-
Jack Lam A history of payments and withdrawals from the deposits would be nice too, instead of having to look through the transaction history, exporting it, then filtering using excel...
Please sign in to leave a comment.