For center administrators with access to this area.

Use the program revenue view to investigate the selected reporting period.

Steps

1. Open Money and choose Revenue by program.

2. Set the intended start and end dates.

3. Review each program’s figures and the report’s labels and scope.

4. Open relevant invoices and payments when you need to explain or reconcile a number.

Check the result

Revenue, invoiced charges, outstanding balances and payments received describe different things. Use the report labels and underlying records instead of treating them as interchangeable.

The recording demonstrates changing the date range; its example figures are not pricing or expected revenue.

See who is behind for one program

Open Money → Receivables and pick the program under Program. The list shows only that program's families, with what each owes for it, oldest debt first; press a family to open their invoices. From this report, press the Open amount on a program's row to get the same list.

Interactive walkthrough: Filter Revenue by Programme and Date in Bloomily

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

Open the walkthrough in a new window