{"id":3779,"date":"2015-12-17T23:20:02","date_gmt":"2015-12-18T07:20:02","guid":{"rendered":"http:\/\/blog.quickschools.com\/?p=3779"},"modified":"2015-12-17T23:20:02","modified_gmt":"2015-12-18T07:20:02","slug":"fee-tracking-reports-for-allocations","status":"publish","type":"post","link":"https:\/\/blog.quickschools.com\/2015\/12\/17\/fee-tracking-reports-for-allocations\/","title":{"rendered":"Fee Tracking Reports for Allocations"},"content":{"rendered":"<div id=\"bsf_rt_marker\"><\/div><p>We recently introduced a new <a href=\"http:\/\/blog.quickschools.com\/2015\/12\/04\/fee-tracking-allocations-report\/\">report that shows Payment Allocations<\/a> (which incidentally has been renamed per screenshot below). We&#8217;ve created a similar report in <a href=\"http:\/\/www.quickschools.com\">QuickSchools<\/a> that shows how Charges\/Invoices have been allocated. Again, searching for the word &#8220;Allocations&#8221; in the Reports module, which should yield the following results:<\/p>\n<figure id=\"attachment_3781\" aria-describedby=\"caption-attachment-3781\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-14-am.png?ssl=1\" rel=\"attachment wp-att-3781\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"3781\" data-permalink=\"https:\/\/blog.quickschools.com\/2015\/12\/17\/fee-tracking-reports-for-allocations\/screen-shot-2015-12-18-at-2-09-14-am\/\" data-orig-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-14-am.png?fit=1043%2C478&amp;ssl=1\" data-orig-size=\"1043,478\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Fees Tracking Allocations Report\" data-image-description=\"&lt;p&gt;Fees Tracking Allocations Report&lt;\/p&gt;\n\" data-image-caption=\"&lt;p&gt;Fees Tracking Allocations Report&lt;\/p&gt;\n\" data-medium-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-14-am.png?fit=300%2C137&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-14-am.png?fit=809%2C371&amp;ssl=1\" class=\"size-large wp-image-3781\" src=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-14-am.png?resize=600%2C275&#038;ssl=1\" alt=\"Fees Tracking Allocations Report\" width=\"600\" height=\"275\" \/><\/a><figcaption id=\"caption-attachment-3781\" class=\"wp-caption-text\">Fees Tracking Allocations Report<\/figcaption><\/figure>\n<p>If you find these reports useful, don&#8217;t forget to <a href=\"http:\/\/blog.quickschools.com\/2014\/02\/10\/report-favorites\/\">Star them as your favorites<\/a>. Additionally, we&#8217;ve also added 2 new options filter by in the\u00a0&#8220;Fee Tracking Transactions&#8221; Report:<!--more--><\/p>\n<figure id=\"attachment_3780\" aria-describedby=\"caption-attachment-3780\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-54-am.png?ssl=1\" rel=\"attachment wp-att-3780\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" data-attachment-id=\"3780\" data-permalink=\"https:\/\/blog.quickschools.com\/2015\/12\/17\/fee-tracking-reports-for-allocations\/screen-shot-2015-12-18-at-2-09-54-am\/\" data-orig-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-54-am.png?fit=694%2C600&amp;ssl=1\" data-orig-size=\"694,600\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"New Filter in &amp;#8220;Fees Tracking Transactions&amp;#8221; report to identify Paid and Unpaid Charges\/Invoices\" data-image-description=\"&lt;p&gt;New Filter in &amp;#8220;Fees Tracking Transactions&amp;#8221; report to identify Paid and Unpaid Charges\/Invoices&lt;\/p&gt;\n\" data-image-caption=\"&lt;p&gt;New Filter in &amp;#8220;Fees Tracking Transactions&amp;#8221; report to identify Paid and Unpaid Charges\/Invoices&lt;\/p&gt;\n\" data-medium-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-54-am.png?fit=300%2C259&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-54-am.png?fit=694%2C600&amp;ssl=1\" class=\"size-large wp-image-3780\" src=\"https:\/\/i0.wp.com\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-54-am.png?resize=600%2C519&#038;ssl=1\" alt=\"New Filter in &quot;Fees Tracking Transactions&quot; report to identify Paid and Unpaid Charges\/Invoices\" width=\"600\" height=\"519\" \/><\/a><figcaption id=\"caption-attachment-3780\" class=\"wp-caption-text\">New Filter in &#8220;Fees Tracking Transactions&#8221; report to identify Paid and Unpaid Charges\/Invoices<\/figcaption><\/figure>\n<p>This will allow you to identify which charges\/invoices have been fully paid, and which have not, although it does not actually tell you the amount that has not been paid. We&#8217;ll continue to work on providing additional reports that will show you the unallocated amounts\u00a0for receipts and invoices.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We recently introduced a new report that shows Payment Allocations (which incidentally has been renamed per screenshot below). We&#8217;ve created a similar report in QuickSchools that shows how Charges\/Invoices have been allocated. Again, searching for the word &#8220;Allocations&#8221; in the Reports module, which should yield the following results: If you find these reports useful, don&#8217;t [&hellip;]<\/p>\n","protected":false},"author":5617131,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_crdt_document":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[46802671],"tags":[],"class_list":["post-3779","post","type-post","status-publish","format-standard","hentry","category-new-features-releases"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Fee Tracking Reports for Allocations - QuickSchools Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.quickschools.com\/2015\/12\/17\/fee-tracking-reports-for-allocations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fee Tracking Reports for Allocations - QuickSchools Blog\" \/>\n<meta property=\"og:description\" content=\"We recently introduced a new report that shows Payment Allocations (which incidentally has been renamed per screenshot below). 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Again, searching for the word &#8220;Allocations&#8221; in the Reports module, which should yield the following results: If you find these reports useful, don&#8217;t [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.quickschools.com\/2015\/12\/17\/fee-tracking-reports-for-allocations\/\" \/>\n<meta property=\"og:site_name\" content=\"QuickSchools Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/quickschools\" \/>\n<meta property=\"article:published_time\" content=\"2015-12-18T07:20:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.quickschools.com\/wp-content\/uploads\/2015\/12\/screen-shot-2015-12-18-at-2-09-14-am.png?w=600\" \/>\n<meta name=\"author\" content=\"Azroy Kandan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@quickschools\" \/>\n<meta name=\"twitter:site\" content=\"@quickschools\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Azroy Kandan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog.quickschools.com\\\/2015\\\/12\\\/17\\\/fee-tracking-reports-for-allocations\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog.quickschools.com\\\/2015\\\/12\\\/17\\\/fee-tracking-reports-for-allocations\\\/\"},\"author\":{\"name\":\"Azroy Kandan\",\"@id\":\"https:\\\/\\\/blog.quickschools.com\\\/#\\\/schema\\\/person\\\/f0e658eb86a09d8b261f3229f1dfb8d5\"},\"headline\":\"Fee Tracking Reports for Allocations\",\"datePublished\":\"2015-12-18T07:20:02+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/blog.quickschools.com\\\/2015\\\/12\\\/17\\\/fee-tracking-reports-for-allocations\\\/\"},\"wordCount\":168,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/blog.quickschools.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/blog.quickschools.com\\\/2015\\\/12\\\/17\\\/fee-tracking-reports-for-allocations\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog.quickschools.com\\\/wp-content\\\/uploads\\\/2015\\\/12\\\/screen-shot-2015-12-18-at-2-09-14-am.png?w=600\",\"articleSection\":[\"New Features \\\/ Releases\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/blog.quickschools.com\\\/2015\\\/12\\\/17\\\/fee-tracking-reports-for-allocations\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/blog.quickschools.com\\\/2015\\\/12\\\/17\\\/fee-tracking-reports-for-allocations\\\/\",\"url\":\"https:\\\/\\\/blog.quickschools.com\\\/2015\\\/12\\\/17\\\/fee-tracking-reports-for-allocations\\\/\",\"name\":\"Fee Tracking Reports for Allocations - 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