Parents are able to download their children's transaction history from their SchoolsBuddy account directly by following the steps in this guide: How to download a statement of your payments
If you would like to download a statement as a staff member, we recommend using the Event Detail (Per Student) report. This includes all fees and adjustments made within a given time period for a student (or multiple students if you would like to download details for siblings).
In order to access the Fees Reports, you must have the Fees role plus either Admin or Organisation Super Admin role.
- Click on Fees
- Click on Reports
- Select the Finance Dashboard report
- Select the Event Detail (Per Student) tab
- Set the date period you would like to view transactions for
- Select the name of the student(s) you would like to view transactions for
- Hover in the top right corner of the data to see the ... icon. Click on ...and select Export data to download the report to Excel