Potential Billing Account Setup Issues

Purpose

A report showing the assets having potential billing account setup issues.

Provides

Details of assets that do not have accounts or Financial Reference Number associated with it and the accounting charge type percentages for Asset Override, Department Override, Organization are less than 100%.

When To Run

Montly or Quarterly as needed.

Running the Report

Steps to view a report

1. Click the Reports tab.

The Standard window opens.

2. In the Accounting section, click Potential Billing Account Setup Issues.
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 corner of the screen.

5. Page through the document using the controls in the upper-left corner.  
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
• Billing Information
• 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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