Charge/Credit

The Charge/Credit Report can be useful in itemizing charges and credits for carriers. It can also be used to analyze a particular charge—for example you could create a report of all charges levied against carriers for insurance payments.

To create this report:

• Select Charge/Credit Code from the Account menu to display the Credit/Charge 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 (enter “*” to multi-select companies).
  BILL SOURCE	setup	Enter the bill source that should be included in the report (enter “*” to multi-select bill sources).
  START DATE END DATE	date	Enter the date range to be covered by the report.
  BILLING OPTION	predefined	Indicate whether the report should include charges that have been billed, not billed, not billed and apply-to-AR-now, or all charges. Apply-to-AR-now charges are charges/credits that are immediately applied directly to the account’s balance for aging purposes (not applied at the end of the billing period, as are most charges/credits). Charge codes can be set up to be apply-to-AR-now. See Charge/Credit Code in the Setup Manual for more information.
  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.

• Click OK and then Continue to produce this report.

Example—Charge/Credit Report