AR> Reports> Account Listing

Account Listing Report

 

Summary

 

The Account Listing report displays a list of Accounts Receivable accounts.

 

Related Links

 

Click here for information on Billing Cycle maintenance.

 

Step by Step

 

1     Open the Account Listing Report window (AR> Reports> Account Listing).

 

2     Configure the report. 

 

  • Select the billing cycles you would like to include in the report in the Cycle section.
  • Select a Sort Type to specify how the report will be displayed.
  • The Address drop-down menu is used to specify whether the report will include Customer or Lot address data.
  • The report will display all of the AR accounts included in the selected billing cycles. If you would like to run the report for a specific account or set of accounts, click the Create icon and select the accounts from the Account Selection window.
    • You can add as many accounts to the report as desired. The report will only include the specified accounts.
  • The report will display the Account Number, Customer Number, Name, Address, Description, Tax Lot, Cycle and Tax Exempt status.

 

3     Print the report. 

 

  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and 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 the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.