Financial Statements

Table of Contents

Electronic Statements

Sample Announcement for Financial Statements

Printing Individual Statements

Electronic Statements

On the first of the month, CutTime automatically sends out an "automated statement reminder" to Guardians who have an open balance on their student's account. You can turn this feature off in your Program Settings page.

Additionally, because of our "magic" link approach, every guardian in CutTime has easy access to their up-to-date financial statement in their dashboard.

1. Guardians log in by clicking their magic link in any text and/or email from CutTime. (See Magic Link - Best Practices if they've lost their magic link.)
2. They select the program they want to view.
3. They can scroll down and click on the Transactions section to see their current financial statement. Guardians can also make payments to their student fees here if the program has enabled Online Payments.

Sample Announcement to Direct Attention to Statements:

Subject:

Financial Statement

Content:

"In your CutTime dashboard, click on the Transactions section to see your up-to-date Financial and Transaction Summary. We have updated all cash and check payments turned into us on or before [cutoff date]. If you have any questions, please contact [person] at [email]!"

Once they see the announcement, they can go back one page to their magic link dashboard and find the Transactions section:

This will show them a breakdown of their Financials and they can see all specific costs, credit transfers, and previously logged payments on their account.

Printing an Individual Financial Statement

1. Go to the Members page.
2. Search for the member for whom you'd like to print a financial statement for and click their name to open their Program Membership Details page.
3. On the Program Membership Details page, select "ctrl + p" for PC or "cmd + p" for mac, and you will be prompted to print such page for that member. For optimal formatting, you can change your print settings by clicking "More settings," and ensuring that your margins are set to "default."