A couple of factors control the length of the detail area:
· Do you intend to include only one subsidiary versus multiple subsidiaries? Subsidiaries can be listed separately with subtotals of each, therefore taking up more space in the detail area of the statement.
· Are you going to print transactions for the billing period or for the whole term (term statements)?
The detail section of the statement includes the following:
· Beginning balance [This uses a Balance Forward method, which means that the ending balance from a previous statement becomes the beginning balance for the next statement printed.]
· Transactions [This is the student's account activity, all charges and credits to their account, that occurred during the time frame that this statement includes.]
· Ending balance [This is the beginning balance plus or minus the sum of the detail transactions.]
· Unapplied Financial Aid [This information appears below the Ending Balance and is optional, depending on whether or not you define which types of financial aid awards are eligible to appear and whether you actually allow them to print on the statements.]
· Payment plan information [This small sub-section starts with the payment plan beginning balance, includes transactions that relate to payment plans, and ends with a payment plan end balance. Transactions that print in this area are those with a source code that are flagged to be included in a payment plan (i.e., transactions such as receipts and miscellaneous charges). These transactions may also print in the Transactions section.]