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Report of accounts with debit or credit balances
| Summary | Report showing account balance due for specific campus and/or total due |
| Maintainer | Business Office |
| Source | Accounts |
| Parameters | Term (optional) - Restricts considered account entries to those from a specific term. Prior term balances are not included. Campus (optional) - If specified, the report will show a balance for entries matching the specified campus, a balance of entries from other campuses, and a net balance. Show credit balances (default No) - Show accounts with a specified minimum credit balance; The minimum (default 0.01) is inclusive and should be a positive number. Show debit balances (default No) - Show accounts with a specified minimum debit balance; The minimum (default 0.01) is inclusive and should be a positive number. Effective Dates (Starting and Ending) (optional, default is current date for Ending and none for Starting) - Only account entries with an effective date on or after a specified Starting date, and on or before the specified Ending date will be consided when determining account balances. Format as CSV (Excel) (default No) - Produce Excel-compatible comma-separated output instead of the default PDF format. |
| Notes | At least one of Show credit balances or Show debit balances must be checked or no accounts will match and the report will contain no data. When a campus is specified, balances appear in three columns; Campus (account entries recorded with the specified campus), Other (all other account entries), and Net Balance. |
