Reporting & Financial Visibility Updates (US Schools)

We’ve rolled out several reporting enhancements for US schools to improve tax documentation, financial transparency, subsidy tracking, and reconciliation workflows.

The Tax Statement Report is now available on the web for staff access.

This makes it easier for administrators to generate and share tax-related documentation for families during tax season.

Now Live

The new Annual Cash & Accounts Summary Report provides a consolidated view of financial activity for a selected period, including:

This report supports year-end reconciliation and financial reviews.

Multiple centers & provider selection

Users can now select multiple centers and multiple subsidy providers when generating the Subsidy Ledger Report.

This simplifies consolidated reporting for multi-center organizations.

Tax ID (EIN) included

If configured in school settings, the school’s Tax ID (EIN) will now appear in the header of Invoice and Receipt PDFs.

This ensures compliance and provides complete documentation for tax purposes.

Payer name added

The Credit History Report now includes the Payer Name, improving visibility into who made payments or received credits.

Balance by parent & subsidy provider

The Student Balance Report now displays balances broken down by:

Balances are shown as of a selected date, giving clearer financial visibility and reporting accuracy.

Users can now filter and download voided entries only in the following reports:

This supports better audit tracking and reconciliation.