Summary

The Credit Balance by Cycle Report will display customer accounts with a credit balance or customer accounts with a credit balance on a service. The report can be filtered by billing cycle and customer account status. Uncommitted transactions on a customer account will not be included when calculating the credit balance.

Step by Step

1     Open the Credit Balance by Cycle window (UB> Reports> Credit Balance by Cycle).

2     Configure the report.

• Select the billing cycles of the customer accounts you would like to include on the report in the Cycles field.
  • Press CTRL+A to highlight all of the toggles in the field. Press SPACE to check or uncheck the toggles of the selected billing cycles.
• The Account Status field is used to select the status of the customer accounts you would like to include on the report.
• The Credit drop-down menu is used to select how customer accounts will be selected for the report.
  • Select Balance if you would only like customer accounts with a credit balance to display on the report.
  • Select Any Service is you would like customer accounts with a credit balance on a service attached to the account to display on the report. For example, if a customer account has a credit balance on the Water service but owes money on their gas service, the customer account will display on the report.
    • When a customer account is included on the report, the report will display the balance on each service.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).