UB> Reports> Payments by Past Due

Payments by Past Due Report

 

Summary

 

The Payments by Past Due report is used to report on payments made on UB past due accounts. The report will display the Cycle, Route Number, Customer Number, Sequence Number, Reference Number, Serial Number, Service Address, Account Status, Paid Amount, and Payment Date for the included payments.

 

Related Links

 

Click here for information on the Jobs Viewer window.

 

Step by Step

 

1     Open the Payments by Past Due window (UB> Reports> Payments by Past Due).

 

2     Configure the report.  

 

  • The Batch Number field is used to select the Past Due batch you would like to report on.

  • The Payment Created Date From and Payment Created Date To fields are used to filter the payments included in the report by the date that the payment was created.

  • The Sort By field is used to specify how the report will be sorted.

    • Users can sort the report by Customer Number, Cycle Route & Sequence, Reference Number, or Route & Sequence. When sorting by Route & Sequence, the report can be set up to break by route by checking the Page Break on Route toggle below.

  • Check the Include Accounts Without Payments toggle to include past due accounts that did not have any payments processed during the date range specified above.

  • Check the Include Uncommitted Payments toggle to include past due accounts with payments created but not committed during the date range specified above.

  • Check the Include All Active Meters toggle to include all active meters for the past due accounts included in the report.

  • Check the Page Break on Route toggle to start a new report page for each route included in the report.

    • This toggle will only be enabled if Route & Sequence is selected in the Sort By field above.

  • The report will display the Cycle, Route Number, Customer Number, Sequence Number, Reference Number, Serial Number, Service Address, Account Status, Paid Amount, and Payment Date for the included payments.

 

3     Print the report.  

 

  • Once the required report settings have been specified, click the Print button to print your report.
  • Click the options arrow on the right side of the Print button to see other print options.
    • Select PDF to print the report in the default Springbrook PDF format.
    • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
  • Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
    • Enter a Date and Time to generate the report and click SUBMIT.
  • Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
    • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
    • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. Hover over the Info icon to view the parameters on the previous report.
    • This section will display the last ten times the report was generated.