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Fees Dashboard

Financials → Fees Dashboard answers the question a board meeting actually asks: how much of what we charged has come in?

Select a fee to see its breakdown.

The figures

Figure What it counts
Projected Everything assigned and still expected
Collected Paid in full
Outstanding Assigned, not yet paid
Discounted Credits applied as discounts rather than payments
Refunded Assignments marked refunded

Each carries a count as well as a total, so you can see both the money and the number of families behind it.

Projected = Collected + Outstanding. Outstanding is your collection work; projected is what the budget was built on.

Refunds sit outside the other totals

Refunded assignments are excluded from projected, collected and outstanding, and from their counts. They're tallied on their own.

So a refunded fee doesn't quietly inflate what you appear to have collected, and it doesn't linger in outstanding as money you're still chasing. If projected looks lower than you expected, check the refunded total before assuming an assignment went missing.

A fee assigned at zero counts as collected rather than outstanding — a fully credited fee is settled, not owed.

Discounted vs collected

This distinction is why Discounted exists as its own figure. Credit applied as a discount settles the balance without money arriving.

A fee showing high collection and a large discounted total means families owe nothing and your bank account didn't grow. Both facts are true and you need both when reporting.

Multi-fee views

Related fees can be combined into one dashboard — the three installments of a trip, or every uniform charge across sections.

You can create, edit and delete these views. They're reporting tools only; combining fees doesn't change what anyone owes.

Build one for anything you report on repeatedly. Checking a single view beats adding three dashboards by hand every month.

Per-student detail

Each fee's dashboard lists its assignments — who owes it, who's paid, what credits were applied, and which invoice covered it. This is where you work a collection list.

Using it

  • Outstanding before a deadline — who to chase, and whether it's worth a general email or a few specific ones
  • Projected against your budget — assigned to fewer students than planned shows up here first
  • Discounted over time — rising discounts mean the real cost is landing somewhere other than families, which the board will eventually ask about