System Config - Statement

The System Config > Statement screens allows administrators to change what is displayed on the Family's Financials tab and the billing statement.

1. From the Setup > System Config menu, select Statement

2. For each configuration option, choose Yes or No to have the option displayed or not displayed. Please Note: Some of these options will also change the Family's Financial tab Statement List

3. Family Financial Screen Options

   • Display Zero Dollar Fees
     • Yes - show items with zero dollar fees

• No - do not show zero dollar fee items

• Display Prepaid Deposits

• Show Detail Post Date

• Display Original Amount

  • Yes - show outstanding balance on current statement
  • No - only show current balance on current statement

• Display Amount Allocated

• Display Due Date

  • Yes - display the due date on the statement
  • No - do not display the due date

• Allow Payments & Fees to be Edited

  • Yes - payments and fees can be edited on the Family's Financial tab
  • No - payments and fees cannot be edited on the Financial tab

• Allow Statement Details to be Deleted

  • Yes - allow details to be deleted from the Financials tab
  • No - do not allow details to be deleted from the Financials tab

• Allow Family Statement Recreate

  • Yes - allow statements to be recreated. This option is under the Action menu on the Financials tab
  • No - do not allow statements to be recreated. The option is removed from the Actions menu on the financials tab
    

• Number of Periods to Display on Family Statement. See examples below

  • Example of 1 period on the statement

• Example of 3 periods on the statement

• Family Statement Display - select which version of the statement to display
  • Normal
  • Flat Detail
    • Version 2
  • Version 2 - Due Date
  • Version 3

4. PDF Statement Options
   • Display Birth Date on Statement
   • Yes - display the students birth date on the statement
   • No - do not display the students birth date on the statement

• Display Family ID on Statement
  * Yes - display the family ID on the statement
  * No - do not display the family ID on the statement
• Display Discounts as Credits on Statement
  * Yes
  * No
• Use Business Level Address for Year End Statements
  * Yes - use the address of the business level on the year end tax statements
  * No - use the center address on the year end tax statements
• Use Beginning Balance as of From Date on Statement
  * Yes
  * No
• Which Address to Display on Statement
  • Child - display the student's address on the PDF statement
  • Guardian - display the guardian's address on the PDF statement
• Print Statements By
  • Family - print statements by family (include both parents/guardians)
  • Guardian - print statements by guardian (this is helpful with split families)
• Statement Footer - enter text to display on the bottom of statements
• Year End Tax Statement Service
• Customer Statement Service
• Family Statement Service (Invoice)