i-Genius2.0
DownloadBook a free demo
8.5 Accounting reports

Outstanding Analysis

Shows who owes the school (Receivable) or whom the school owes (Payable) as on a date, with a way to send reminders.

Book a free demo Watch videos
Outstanding Analysis
More in Accounting reports
Where to find it
MenuReports › Outstanding Analysis

Steps

  1. Open Reports > Outstanding Analysis.
  2. Choose Receivable or Payable and set As On.
  3. Optionally use the search panel (name, group, city, mobile, class, section, Min Range / Max Range) and tick Grouped.
  4. Click OK to list accounts.
  5. Tick the Tick boxes (or Select All) and use SMS / Whatsapp or Print.

Fields & options

  • Columns: Tick, Group (if Grouped), Account Head, City, Mobile, Balance
  • Receivable / Payable, Grouped, Min Range / Max Range, Search (Name, Group, City)
  • SMS panel: Template ID, Select SMS Template to Send, Define a new SMS Template, Send SMS, Attach Picture or Document, Whats App
TipSMS needs the SMS API entered in Settings (the form says so itself).
TipOn opening, student accounts with an empty Mobile/City get them copied from Phone1/City1 automatically.
Watch outDouble-click a row to open that party's Ledger.
Accounting reports

More in this module

8.1

Balance Sheet

Shows what the school owns (Assets) and owes (Liabilities) as on a date, with totals on both sides.

8.2

Profit & Loss Account

Shows income against expenses to tell whether the school made a surplus or deficit up to a date.

8.3

Trading Account

Shows the trading account (the gross-profit part of the books, drawn before the Profit & Loss Account) as on a…

8.4

Trial Balance

Lists every account with its debit and credit balance so you can check the books tally.

8.6

Day Book

A simple list of all accounting entries between two dates, in date order.

8.7

Day Book cum Cash Book

Day-by-day book showing each day's entries with the cash opening and closing balance.

All 20 features of accounting reports

See i-Genius 2.0 on your own school's data.

Tell us your classes, your fee heads and how you collect fees today. We show you the same work in i-Genius and the SkoolAI app, on a call or at your school.

Book a free demo WhatsApp us