Beacon guide · 6 steps
Review balances statements and finance reports
Understand what a family owes and what has been received.
Before you begin
Choose the correct account, date or reporting period.
Step by step
- Open Fees → Accounts and choose the intended child or family account.
- Read Owes, In credit and Deposit held separately.
- Choose View statement to read the account history and running balance.
- Use Payments to review money received and banking information.
- Open Fees → Reports, then choose the report and period.
- Review the result and use Download as a spreadsheet when offered.
Check the result
You have an account statement or finance report for the selected scope.
A useful check
Refundable deposits are tracked separately from earned income. Check the report definition before using its figures elsewhere.
If the result is different, check the account and school first, then contact the team with the task and error wording.