Brightwheel plans to provide some more resources for our schools and families which will help this tax season - we'll be sure to get in touch with all of our schools once these are available, and update this article with reporting instructions. 

There's no need for a school to prepare year end reports for your families, as they have access through their own account. If the school's EIN is listed on the billing settings page, then it will appear on all of the parent's invoices. 

Reporting for Parents

Please instruct any parents looking for billing reporting to log into their payment settings page

They will then need to select "View Summary"

They will then need to enter the parameters and select "View Summary"

Why isn't my report showing the summary?
Some schools do not include Dates of Service on their invoices. This will cause invoices to not show in the summary. Simply remove the date range from Dates of Service box and your report should run properly!

Reporting for Schools

If you as a school need to do more advanced accounting right now, then we also encourage you to use the "export to .csv" option on your Invoices page. Instructions for this can be found here.

Did this answer your question?