Reports
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      1. Curacubby Resource Library
      2. Administrators
      3. Reports

      Paid Reports

      Paid Reports will show you a list of paid invoices in a summary view, by family, or by line item.

      With the Paid accounting reports through Curacubby, you are able to:


      Summary: View a summary of totals of paid categories.You can select to display this report by paid date (when invoice was paid) or settlement date (when the payment settled into the school’s account).

      By family: Provide families with a list of their paid invoices for a specified date range

      By line item: Provide accounting with a list of all accounting category payments and the invoices attached to those for a specified time period.You can select to display this report by paid date (when invoice was paid) or settlement date (when the payment settled into the school’s account).

      To generate a Paid Report:

      Click Accounting under the Reports Tab

      1. Select the Accounting Report to generate

      2. Fill Additional fields (if applicable) 

      3. Click Create Report

        1. Optional: Modify Report Name

      Here are examples of generated Paid Reports: 

      SUMMARY

       

      BY FAMILY

      BY LINE ITEM

      Here is a brief interactive walkthrough of generating a Paid report:

      12 STEPS

      1. Locate the Reports tab on the left hand side of your Curacubby. Under the Reports tab, click "Accounting"

      Step 1 image

      2. Click the drop-down menu labeled "Report Type"

      Step 2 image

      3. Select the Paid Report you would like within the list

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      4. Select the "start" date you would like this report to be generated for within the calendar

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      5. Select the "end" date you would like this report to be generated for within the calendar

      Step 5 image

      6. Select the Input Date Type you would like for this report.
      Note: Paid Date is the date the payment was processed. Transfer Date is the date the funds were received into your account.

      Step 6 image

      7. Click the blue box labeled "Create Report"

      You are also able to edit the report name by clicking the text box located above "Create Report" and replacing current name

      Step 7 image

      8. Please allow a few moments for your report to be generated within your web browser.

      Step 8 image

      9. Once your report is generated, you are then able to export your report by selecting the document type: PDF, DOCX, CSV, XLSX

      Step 9 image

      10. This is what your Paid Report (summary) will look if downloaded as a PDF.

      Step 10 image

      11. This is what your Paid Report by Line Item will look if downloaded as a PDF.

      Step 11 image

      12. This is what your Paid Report by Family will look if downloaded as a PDF.

      Step 12 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2035804/PAID-REPORT