Receivables

Jenzabar SONIS administrators can use the Financials menu item Report: Receivables to produce a list or an Excel export of receivables. Filters include First and Last Names, ID, Record Status, Division, Campus, Department, Level, School Year, Semester, and As of Date. Options to exclude previous semesters, negative projected balances, and voided transactions are provided. Other options are to include prebills, show only students who are enrolled, export to Excel, or to create a printable version. The created list includes Name, Charges, Payments, Balance, and Last Award Payment, with a direct link to each record and Excel details.