Reporting is needed for the new fee/discount descriptions

The enhancement to allow fees and discount descriptions to be posted (and seen by parents on their invoice) is great, but there currently isn't a way to report on those descriptions. An added column to the AR Billing Report or the Fee/ Discount Report would be great, or to have it added to a new custom report would be great, as well.

  • Ashley Kuha
  • Mar 20 2025
  • Implemented
  • Attach files
  • Melissa Jenkins commented
    10 Jul 16:35

    Thank you! Now to get training on how to create the reports and then start scaling down the amount of fees I have.

  • Admin
    Jamie Lyons commented
    10 Jul 16:02

    Done! The new custom fee description report was released yesterday and can be found under the reports under the bokkeeping reporting section.

  • Melissa Jenkins commented
    25 Mar 14:05

    There is no way I can use this new feature until there is a way to report on these. I use the fees or discounts report to go back and find any that I may have missed for accurate posting.