Overdues report
Posted by Cameron Telfer, Last modified by Duncan Clarke on 20 December 2017 05:38 PM

This report is accessed via Reports, then Management sub menu.

This report shows all Agreements whose balance owing is more than the Minimum Balance for Arrears specified under System Setup, typically $20.00. You can change the minimum balance for arrears by going to Maintenance / System Setup and the Accounting tab.

There are two options for this report:

  1. All overdue – all Agreements whose balance owing is more than the minimum balance for arrears.
  2. Balance owing is greater than the minimum balance for arrears as well as being greater than the Agreement’s deposit amount. The deposit amount is shown on the Agreement Info screen of the individual Agreement.

This report shows the Customer name and whether they currently have access to the site. It shows the Unit(s) occupied by the Customer, the last bill date, the next bill date, any billing plan discount that has been applied, the total amount owing, and a split of that amount so you can see the amount of overdue rent, amount of late fees, amount of Insurance fees and how much relates to other charges.

Typically "other charges" are anything with a sort order of greater than or equal to 5 on the analysis codes page for charges.

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