Billing Information

Purpose

A comprehensive report of the past and present billable transaction with its related cost.

Provides

• All records where there are charges on asset, and the asset's bill code displays Billed for that particular transaction.

• All transactions for an item issue, direct charge item issue, labor, sublet, miscellaneous cost, or credit where either the asset's bill code, work order bill code or the repair type on the transaction is Billed.

• All fuel transactions where the asset's bill code is Billed.

• Meter driven usage of the asset and all MotorPool related Charges.

• All the billing adjustments performed on a work order or direct charge, if work order or direct charge bill code and asset bill code is marked as Billed.

• Data for all four types of activities (Debit Expense – Due From, Credit Revenue – Due To, Debit Revenue Cash – Offset, or Credit Expense Cash – Offset).

When To Run

After the billing statement is generated for a particular billing period.

Running the Report

Steps to view a report

1. Click the Reports tab.

The Standard window opens.

2. In the Accounting section, click Billing Information.
3. In the new window, select or enter the appropriate parameters.

Required parameters are indicated by an *.

4. Click the View Report button in the upper right of the screen.

5. Page through the document using the controls in the upper left.   
6. Search by a keyword using the Find/Next box at the top of the screen.
7. To update the information on the page, click the Refresh button at the top right of the screen.

Exporting the Report

Steps to export a report to another program

1. Click the Export button.
2. Select the appropriate format.

This will generate a File dialogue box specific to your computer.

Related Topics

• Billing by Department
• Billing with Accounts
• Billing Summary by Accounts
• Billing Documents
• Custom Spec Accounts Report
• Billing Omissions
• Purchase Orders By Vendor
• Accounts and Detail Spending
• Payables and Invoices by Vendor
• Manage Billing Account Setup Information
• Billing Summary by Department

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