Field

Description

Period

Date - From
(No label)

You may select a range of dates to limit the report to billing activity that occurred during the range. Select the beginning date of the range.

O    This field defaults to today’s date.

Time - From
(No label)

You may select a range of times to limit the report to billing activity that occurred during the range. Select the beginning time of the range.

Date - To
(No label)

You may select a range of dates to limit the report to billing activity that occurred during the range. Select the ending date of the range.

O    This field defaults to tomorrow’s date.

Time - To
(No label)

You may select a range of times to limit the report to billing activity that occurred during the range. Select the ending time of the range.

Branch

You may select a specific branch to limit the report to billing activity for that branch. (This menu originates from program #1530.)

Account Range

Account - From (No label)

You may type a range of account numbers (you must type at least one account number) to limit the report to billing activity for accounts within the range. Type the beginning account number of the range.

Account - To
(No label)

You may type a range of account numbers to limit the report to billing activity for accounts within the range. Type the ending account number of the range.

Column

Description

Branch

Displays the branch ID and name.

Account

Contract number to which the following billing activity refers.

Attn

Displays the installation Attention name

Attn

Displays the billing account Attention name.

Installation Address
(No label)

Displays the installation address with city, state, and zip code

Billing Address
(No label)

Displays the billing account address with city, state, and zip code

Phone

Installation phone number.

Billed

Frequency of cycle billing.

Next Due

Next due date for cycle fees.

Sys. Type

Description from Class 1 field of Data Entry.

Periodic

Total cycle billing based on (frequency of billing) * (monthly cycle fees).

Monthly

Amount of monthly cycle fee.

Comm. Type

Description from Class 2 field of Data Entry.

Master Account

Primary account number of the billing account.

Service Type

Description from Class 3 field of Data Entry.

One-Time Fee Account

Billing account number for one-time fees.

Date in Service

On-line date from Contract Basics.

Cycle Fee Account

Billing account number for cycle fees.

Status

Contract status of account.

Last Payment

Amount and date of last payment made on the account.

Current Cycle Fees

End

If this column displays an X, the cancelled contract is set to invoice to the end of the contract.

From / To Date

Beginning and ending dates for cycle billing. The report populates the To date only when the contract is cancelled.

Revenue Text
(No label)

Description of the revenue text.

RevTyp

Revenue type.

FeePr

The number of months covered by the cycle fee.

TxI

If this field displays an X, the cycle fee includes tax.

Cyc Dt

Last cycle period that has been billed.

Day

The day of the month on which invoices are sent.

Pr

How often, in months, invoices are sent.

Abbr

Text line associated with the cycle fee.

Activity

From Dt

Beginning date of the transaction.

To Date

Ending date of the transaction.

Ins No

Installation number of the transaction.

Inv No

Invoice number of the transaction.

RevTp

Revenue type.

Description

Text description of the transaction activity.

Amount

Amount of the transaction.

Balance

Running balance of the account.

Button

Name

Shortcut Key

Action

Description

Open fields for recurring/template reports

alt+f1

Open fields for recurring/template reports.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Mod Number

Date

Description

n/a

8/1/14

Images updated.