Administrators and student contacts with parent level access can export a simplified record of transactions including charges and payments, over any date range. This report is particularly helpful for year-end tax reporting on early childhood education spending. 

Table of Contents

Transaction Summary for Schools

Administrators can export the transaction summary for any individual student over any desired timeline. This export lives on the individual student's billing account page. The export will be downloaded immediately, in addition, the report will be sent to the email address you use to log into brightwheel. 

  1. Navigate to the desired student's billing account page
  2. Click Export summary at the top of the Posted transactions table
  3. Use the date picker to determine the Start and End Dates
  4. Click Export

Transaction Summary for Parents

To export a transaction summary for your students, follow the steps outlined below. If you use your phone number to log into brightwheel, please wait for the download to appear before navigating away from the page or refreshing. If you have an email associated with your account, the export will download immediately and a copy will also be sent to your inbox within a few minutes. 

  1. Login to brightwheel online and navigate to the Payments tab
  2. Click Export summary at the top of the Posted transactions table
  3. Use the date picker to determine the Start and End Dates
  4. Click Export

Please Note: If these steps do not reflect your experience in brightwheel, please see this article

Explanation of Fields

This report is intended to be a brief summary of transactions that occurred over the specified timeline. This is particularly helpful for year-end tax reporting for parents. 

At the top of the report, you will see the provider's information, including their name, address and Employer Identification Number, if applicable. This is information parent's and families will likely need when filing their taxes. 

The Summary of transactions will display:

  • Date Range: This will represent the date range selected when generating the report
  • Starting Balance: If the student had a starting balance added prior to their first statement, that will be reflected here. A negative starting balance will indicate a credit on the student's account and a positive amount displayed will reflect the amount the parents owed the school prior to the first statement in brightwheel.
  • Net Charges: This is the total amount the school has charged the parent in the given timeframe. Any credits or adjustments will be reflected in this total. 
  • Net Payments: This is to total amount paid towards the student's balance by all payers. 

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