Arrears report
Posted by Cameron Telfer, Last modified by Duncan Clarke on 20 December 2017 05:44 PM

This report is accessed via Reports, then Management. With this report you can either report on Agreements where the total balance owing is more than the rental amount, or you can report on Agreements that have had amounts owing for more than a certain number of days.

If you choose the first option, the amount in the balance column is the total balance for that Agreement. If you choose the second option, the amount in the balance column of the report is only the balance that has been outstanding for more than the number of days that you specify, it will not include any charges that have been made after that time.

In Storman version 7, this report uses unmatched charge transactions to determine the balance that is outstanding. In Storman v8 (and above), the report uses the most recent time the Customer’s balance was above zero (and has stayed that way since).

The report can be sorted by the amount owing, the number of days owing or the Unit number. The option to calculate Customer balances recalculates the total balances for all active Agreements. You may wish to select this option if you want the program to check the Customer balances before the report is generated.

If you choose to print a summary, for each Agreement that has a balance outstanding, the report will show: the Agreement number, Customer name, phone number(s), amount owing, number of days owing, the Units occupied, the last bill date and the amount of the last billing.

If you want a more detailed report, do not use the ‘summary’ option, and for each Agreement the report will print a list of transactions that make up the total in the balance owing column.

(0 vote(s))
Helpful
Not helpful

Comments (0)