By default, your statements will include all posted transactions, even those given a transaction date in the future. If you would like to hide some of those fees posted in advance, you can do that in your statement settings.
Go to More > Settings, then click Statements & Receipts in the left menu.
Scroll down and under Transaction Detail heading find Future Transactions.
The default selection is to include all posted transactions including transactions with a transaction date in the future. Your other options are:
1. Only include posted transactions through the current calendar date
Selecting this option means that your statements will only include transactions up to the date that you send the statements to parents. So if you email statements on February 1, 2020, a transaction that was posted with a transaction date of February 2, 2020, would not be included on the statement.
2. Only include posted transactions through the end of my season
Selecting this option means that your statements will only include transactions up to the end date of your current season. The date that you are emailing your statements won't matter with this option, the system will just look at your season settings and will not include fees posted for after the season end date.
3. Only include posted transactions through the end of the month
Selecting this option means that your statements will only include transactions up to the last day of the current month. So if you email statements on February 1, 2020, your statements would include transactions through Feb 29, 2020, but fees posted for after that date would not be included.
4. Only include posted transactions through a custom date
Selecting this option means that your statements will only include transactions up to the date that you pick. The date that you are emailing your statements won't matter with this option, the system will just look at the date you pick and will not include fees posted for after that date. When you select this option the system displays a date for you to choose here:
For example, the student below has a future fee posted on their Transactions page for November 26, 2020.
But when we tell the system to only include transactions through November 25, 2020, the statement is adjusted accordingly.
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