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.
Select Charge/Credit Code from the Account menu to display the Credit/Charge Report window.
Click Add and complete the following fields.
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.
