Bond Activity

Recurring charges and credits are applied to carrier accounts on a regular basis, until a specified maximum amount is met. These charges and credits, which are typically bond charges, are recorded in the Bond Activity Report. The report lists the total recurring charge activity for each applicable account for each recurring charge (an account must be set up to receive a given recurring charge or credit). Total activity is listed at the end by charge code.

Note: See Create Bond Charges in the Accounting chapter of the User Manual for more information about bond charges. See Specifics, Recurring Charges in the Setup Manual for information about assigning recurring charges to an account. See Charge/Credit Code in the Setup Manual for information about setting up charges and credits. Bond Charges are created using the Create Bond Charges option on the Accounting | Account menu.

To create this report:

• Select Bond Activity from the Account menu to display the Bond Activity Report window.

  
• Click Add and complete the following fields.

  Field	Type	What to enter
  COMPANY	setup	Indicate which company should be included in the report.
  BILL SOURCE	setup	Enter the bill source that should be included in the report.
  START DATE END DATE	date	Enter the date range to be covered by the report.
  CHARGE CODE	setup	Enter the charge code for which charges should be listed. Enter “*” to multi-select charge codes. When multi-selecting for charge codes, enter “+” to include all charge codes.
  INCLUDE ZERO BALANCE ACCOUNTS	yes/no	Indicate whether accounts with a zero balance should be listed on the report. An account is considered to have a zero balance if the beginning balance, total charges, credits, interest and ending balance are all zero.

• Click OK and then Continue to produce the report.

Example—Bond Activity Report