Payments Report (SK EC)

This program allows you to produce a report of parents' payments through the Parent Lounge 'Sign Up' page in conjunction with your third-party payment provider.

Click here for an Administrator Note

Payments made by parents in Parent Lounge can be generated into 'Sundry Receipts' using TASS.web program Finance > Parent Accounts > Receipting > Electronic Receipts Processing.

Search Criteria

Parent payments go into a 'Web Batch'. The 'Web Batch' number on the report corresponds with each settlement of funds from the payment gateway to the school's bank account. In the 'Web Batch' field tick the 'All Batches' checkbox to ensure you see all of the payments. To select Indvidual web batches, untick the 'Un-Receipted Web Batches only' checkbox.

This report will default to printing all payments in a particular batch, however, you can use the other filters on the screen across multiple batches, e.g. To search for all payments made by a parent for a particular year. You can filter your search criteria by Payment Date, Business Unit, Activity Type, Activity, Year, Semester, GL Account, Student and/or Parent.

Sorting

The default sorting option is to sort by Web Batch number.

You can then sort your report by GL Account, Session ID, Year, Semester, Activity, Student Name and/or Parent Name.

	Click this icon to sort alphabetically.
	Click this icon to include subtotals.
	Click this icon to insert a page break.
	Click this icon to delete a sort order level.

Formatting Options

Tick the 'Show Table Borders' checkbox to enhance the report's readability.

Tick the 'Alternate Row Colours' checkbox to enhance the report's readability.

Formatting options are not available if the Export Option is 'Export to Excel®'.

Select your preferred page orientation; 'Portrait' or 'Landscape' via the drop-down menu.

Export Options

Choose the 'destination' of the report.

This can be to Adobe® PDF viewer, Microsoft Excel®, Microsoft Word®.

Report Title

This is the title of the report that will be included on your final exported document.

Save this Report as

If you wish to save this report and use it again, type a report name in this field. After, clicking the 'Go' button, your report will be available to access again via Staff Kiosk program Listings > My Saved Lists and in the 'My Saved Reports' drop down selection box in the top right hand corner of this Payments Report screen.

Click the 'GO' button in the bottom right hand corner of the screen to generate your report.

Security Permissions

To access this report, the following security permissions must be granted to users via Staff Kiosk System Admin > Users > Portal Security Permissions > Extra Curricular section > 'Payments Report'.