Occasionally, situations may occur where installments from a student’s contract are never posted to their ledger. For example, a school may admit a student after the school year has already started using their default contract; as a result, some of the initial installments from the contract never get posted to that student’s ledger.

Gradelink has made catching these kinds of oversights simple by introducing the Contract Post Warnings Report, a report that searches for discrepancies between student and family ledgers and their respective contracts.

To use the Contract Post Warnings Report:

  1. Select the Financial Tab

  2. Select the “View/Export” sub-tab at the top of the page

  3. Hit the “Contract Post Warnings” button directly below

  4. Select the Session for which you’d like to run the report

After you select a Session, the report will be generated for you automatically.

By default, the report is sorted by Student Last Name, but selecting any of the header titles will reorder the report as well as toggle ascending and descending order.

Administrators should note the content of the Warning Message column (5) for each entry on the report; the Warning Messages provide brief explanations of why particular ledger entries were flagged:

  • Pending is a generic message automatically attached to installments even if the due date for the installment hasn’t passed yet, and basically serves as a reminder for Administrators.
  • Not Posted and Session/Date/Billing Period Discrepancy indicate that an installment may not be properly reflected in the ledger and on statements. Generally speaking, these issues can be resolved by reposting and refreshing current or recently closed periods.
  • Posting Discrepancy (Check Type and Amount) indicates a Type error; we highly recommend that you contact Gradelink for further assistance.