Locations: 

  • Financial → Charges Reports → Scheduled Charges


Users with the following permissions: 

  • Financial → Reports → View Scheduled Charges


Case: 

Transaction dates do not always match the scheduled charges dates.


Problem: 

Transactions can be created and may appear in A/R Card on the date that differs from the charge date. GEGI does not have a report that shows both dates and where you can find the charges without transactions created.


Solution:  

Added the Transactions Date column to the Scheduled Charges report. The column shows the date when a transaction is created and the date when it is added to A/R Card. If the transaction has not been created, the column will show "N/A".

The Charge Date column will still show the scheduled charge date (from the Enrollment Agreement or financial aid plan).


Note: Transaction gets to A/R Card of a student at the moment the transaction is created:



You can see additional information about the transaction creation date in a tooltip in the Transaction Date column:



The cell is highlighted in red when the transaction is not created and the charge date has come.


The Search & Order panel now has more additional filters for a more effective charges search.

  • The Transaction Date field allows searching charges by the transaction creation date. You can use the Not Available option to find the charges without transactions.
  • Use the Only with Problems option for the Show Charges field to find charges without transactions and the charge date has come:



The results can be sorted by the values of the Transaction Date column and can be added to presets.


Available since GEGI v4.22.0 (view release notes)